Key Document (Advanced Dashboard)

Sherlayer’s advanced dashboard includes a feature that allows admins to manage key documents in their respective projects. Examples of key documents could be company health & safety policies, site incident reports, employee manuals, site safety manuals etc. This feature makes it easier for team members to access important documents, increasing productivity and efficiency.

To manage key documents, admins need to access the Settings tab, then click on the Manage Dashboard option. From there, select the Manage Key Documents option. Admins can then attach the chosen document from their respective projects to the Key Documents section.

Once attached, the documents will be displayed in the Key Documents section for all users who have the correct project permissions. Users can click on the document to bring them directly to the file (if they have the correct project and view permissions). This feature is useful for ensuring that important documents are easily accessible to all team members.