DocHub Module in Aclaimant Overview

💡: In this article, we will discuss how to utilize the Documents tab. This is Aclaimant's unified and robust file management system.

About Documents:

The Documents tool puts every critical policy, procedure, and file at your team’s fingertips—all in one place, secured, and integrated into your workflows. This means less searching, fewer compliance headaches, and truly up-to-date information for safer, more efficient operations.

Getting Started with Documents:

Step 1: Navigation in Doc Hub

1. Log in to your Aclaimant account.
2. Click on the Documents tab located in the top-level navigation bar.

Step 2: Uploading a Document

To add a new document, (e.g., Safety Policy or a Training Guide), follow these steps:

1. From the All documents tab, upload your files in the Upload files by dragging & dropping area on, or from your computer by clicking "selecting them" in the load area. You are also able to achieve these steps if selecting into one of the predefined categories (i.e. Company Policies, Safety, Procedures, or Other).
2. From here, a pop-up window will occur to enter the file details and categorize it. Select the most appropriate pre-defined category (i.e. Company Policies, Safety, Procedures, or Other). This helps with fast findability later! You have the ability to add or remove tags to the document. Additionally, here you can mark the file as Confidential which requires special permissions to view. 

   3. Click Upload. Your document is now instantly accessible and searchable!

Searching and Viewing Documents

1. Use the Search bar at the top of the screen to quickly find files by name.
2. Use the Custom Views to narrow down documents by the pre-defined categories (e.g., click on "Safety" to see only safety-related documents). If you need assistance with creating custom views, please review this article.
3. Click on a document name to view it. From here, you can also download the file, replace the file, or view the vrsion history. 

Video Demonstration on Using Documents

Frequently Asked Questions (FAQs)

• Q: Who can see or upload documents?
  • A: Permissions are fully configurable! Admins can control view, upload, and edit access for each role.

• Q: Does this replace my shared drive?

  • A: It centralizes your critical risk/safety documentation integrated with Aclaimant, offering richer controls and in-context use that a standard shared drive can't match.