Docs

Company Documents

Organisation library scoped by company, branch, and financial year.

Flowchart

flowchart TD
  A[Confirm company & FY] --> B[Open Company Documents]
  B --> C[Upload or open file]
  C --> D[Tag by product / topic]
  D --> E[Set access]
  E --> F[Suite products reference file]

Flowchart: Company Documents workflow flowchart for Docs. Enable JavaScript to view the interactive diagram, or follow the numbered steps below.

Steps

Confirm company, branch, and FY, then open Company Documents.
Upload or open the organisation file you need.
Tag by product or topic so Secretarial, Auditor, FR, or HR can find it.
Set access so the right people can view or edit.
Link or open the same file from other suite products when needed.