PROCEDURES AND DOCUMENTATION – AGILE AND FLEXIBLE COLLABORATION TOOL
Do you know this collaboration tool?
A tool that allows you to save your work procedures, your organizational processes, as well as the documentation that you want to keep either to consult, archive or modify by another colleague. There are many possibilities available to you.
Protect your company’s knowledge and the knowledge of your employees who are retiring. Use the Procedures and documentation tool to ensure the continuity of your know-how.
The tool “ Procedures and documentation “ allows you to write your procedures, step by step, to make categories, to place them in a specific order. It can also be used to link documents for reference, thanks to personality fields. Thanks to a management of access rights that you do yourself, your colleagues can consult or modify, add and update this information. You can also archive documents in different formats: images (jpeg, png), PDF, spreadsheets, etc.
This tool is offered free of charge, so don’t hesitate to use it!
Follow the steps below to start your internal document “library”. First, go to the Tools menu on the left of your Collabox screen, then click on Procedures and documentation. Procedures can be classified by category. It’s up to you to create them and give the right access to your employees. If certain documents are not suitable for all your employees, you can select only those authorized. When it comes to searching for a specific document, you have several filter options to choose from.
Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Blog to continue your Collabox configuration!
If you have any questions, please contact us and we will be happy to answer you.
info@collabox.com (418) 907-9274
