Upload, categorize and maintain Document Bank files
Add a title, category, audience, expiry and file in Upload document, then check the saved record.
Upload a file
- In the sidebar, open Document Bank and tap Upload document.
- Enter a Title (required). Choose a Category and add a Description if useful.
- Under Who can see this?, pick Company, Department or HR. Company and HR are for the fleet owner. Department needs at least one group under Share with.
- Set Expires on and Remind me (days before) only if the document really expires.
- Add the file: PDF, JPG, PNG, DOC or DOCX, max 10 MB. Tap Upload.
- Open the saved entry with View or Download and check every page.
Editing and deleting
The uploader or the fleet owner can use More actions > Edit details to change title, description, category, audience and expiry. Then tap Save changes. Only the fleet owner can Delete. The fleet owner manages the category list with Manage categories.
Keep the original
Keep your source file until the saved record opens correctly. A successful upload does not prove a licence, policy or permit is valid. If a format is refused, use one of the listed types rather than renaming the file extension.
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