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Project Documents

The Documents section at the project level stores files, templates, and resources shared across your entire project team.

Document Management​

Uploading Documents​

  1. Navigate to Documents
  2. Click Upload or drag files
  3. Choose folder location
  4. Confirm permissions

Supported File Types​

  • Documents: PDF, Word, Excel, PowerPoint
  • Images: PNG, JPG, GIF
  • Archives: ZIP
  • Code: JS, HTML, CSS, JSON
  • Text: TXT, MD

Organizing Files​

  • Create folders for projects/departments
  • Use consistent naming conventions
  • Add descriptive titles
  • Tag documents for searchability

Access Control​

Permissions:

  • Project Admin: Full access
  • Case Manager: Read/Write
  • Case Worker: Read-only
  • Case Viewer: No access

Sharing:

  • Share with specific team members
  • Share with entire project
  • Create public links
  • Set expiration dates

Document Features​

  • Version History — Track changes over time
  • Comments — Annotate documents
  • Search — Full-text search across documents
  • Preview — View without downloading
  • Quick Actions — Download, share, delete

Best Practices​

  • Maintain organized folder structure
  • Use clear, descriptive naming
  • Archive old documents regularly
  • Set appropriate access levels
  • Document important policies

See Also​