This functionality is used for document management, allowing you to link your files from sources to your documents table. The documents table displays various data points, including the document name, location, author, source, format etc. Additionally, there is an option to hide documents that are not relevant to your current needs. The table indexes and links to Sharepoint documents that are in your system that references the specified company. Since the documents are solely indexed, when someone clicks on one it redirects the user to the source, where all existing access restrictions are enforced. This means that while a user may see that a document is indexed they might be unable to subvert the necessary internal permissions to open it.

Additionally, users can manually link a file to a company, filling in the relevant fields and categorising the document by selecting or adding a new category in the format field.

Hiding documents will affect all users' views.

Step-by-Step Guide:

Head to “Companies Page”
Press “All Companies”
Navigate to Company Profile
Click “Documents”
Toggle Show hidden documents to view documents that have been previously hidden.
Click the “link” Icon to link document
Enter relevant details:
- “URL”
- “Document Name”
- “Location Name”
- “Location URL”
- “Author”
- “Format”
- “Category”
Press “Save”

While users can see that a document is indexed in the system, they cannot bypass the necessary internal permissions to access it. Access to documents is strictly controlled, ensuring security and compliance with internal access protocols.

Company Profile: Review and link internal Documents