{"id":14725,"date":"2020-05-12T20:04:50","date_gmt":"2020-05-13T00:04:50","guid":{"rendered":"https:\/\/www.collabox.com\/2021\/06\/04\/procedures-and-documentation\/"},"modified":"2023-08-21T17:39:04","modified_gmt":"2023-08-21T17:39:04","slug":"procedures-and-documentation","status":"publish","type":"post","link":"https:\/\/doc.collabox.com\/en\/2020\/05\/12\/procedures-and-documentation\/","title":{"rendered":"Procedures and documentation"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><strong>PROCEDURES AND DOCUMENTATION<\/strong> &#8211; AGILE AND FLEXIBLE COLLABORATION TOOL<\/p>\n\n<div style=\"height:27px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<p class=\"wp-block-paragraph\">Do you know this collaboration tool?<\/p>\n\n<p class=\"wp-block-paragraph\">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. <\/p>\n\n<p class=\"wp-block-paragraph\">Protect your company&#8217;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.  <\/p>\n\n<p class=\"wp-block-paragraph\">The tool &#8220;<strong> Procedures and documentation &#8220;<\/strong> 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 <a href=\"\/2021\/06\/04\/custom-fields-adapt-your-collabox\/?lang=en\">personality fields<\/a>. 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. <\/p>\n\n<p class=\"wp-block-paragraph\">This tool is offered free of charge, so don&#8217;t hesitate to use it!  <\/p>\n\n<p class=\"wp-block-paragraph\">Follow the steps below to start your internal document &#8220;library&#8221;. 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&#8217;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.<\/p>\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"367\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2023\/04\/procedures_et_documentation-1024x367.jpg\" alt=\"\" class=\"wp-image-19800\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2023\/04\/procedures_et_documentation-1024x367.jpg 1024w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2023\/04\/procedures_et_documentation-300x107.jpg 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2023\/04\/procedures_et_documentation-768x275.jpg 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2023\/04\/procedures_et_documentation-1536x550.jpg 1536w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2023\/04\/procedures_et_documentation-2048x734.jpg 2048w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2023\/04\/procedures_et_documentation-610x219.jpg 610w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"\/wp-content\/uploads\/2020\/03\/Proce&#x301;dures_et_documentations_-_Collabox.png\" alt=\"Procedures and documentation\" class=\"wp-image-10794\"\/><figcaption>Here is an example of categories in the NOVA INC account &#8211; our demo account<\/figcaption><\/figure>\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"\/wp-content\/uploads\/2020\/03\/Saisir-une-proce&#x301;dure.png\" alt=\"\" class=\"wp-image-10793\" width=\"580\" height=\"318\"\/><\/figure>\n\n<p class=\"wp-block-paragraph\">Watch several <a href=\"https:\/\/www.youtube.com\/channel\/UCXyKhYCkb1t6YftNaeb3l9A\">videos on our Youtube channel<\/a> and visit our Tips and Tricks section in the <a href=\"\/category\/tips-and-tricks\/?lang=en\">Blog<\/a> to continue your Collabox configuration!<\/p>\n\n<p class=\"wp-block-paragraph\">If you have any questions, please contact us and we will be happy to answer you.<\/p>\n\n<p class=\"wp-block-paragraph\">info@collabox.com (418) 907-9274<\/p>\n","protected":false},"excerpt":{"rendered":"<p>PROCEDURES AND DOCUMENTATION &#8211; 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&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[197,204,198],"tags":[],"class_list":["post-14725","post","type-post","status-publish","format-standard","category-about-the-collabox","category-collabox-software","category-new-arrivals"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Procedures and documentation - Collabox 2026 - About the Collabox ERP management software<\/title>\n<meta name=\"description\" content=\"The Collabox! &quot;Procedures and Documentation&quot; module This tool allows you to save your work procedures in one place.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/doc.collabox.com\/en\/2020\/05\/12\/procedures-and-documentation\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Procedures and documentation\" \/>\n<meta property=\"og:description\" content=\"The Collabox! 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