Company Documents
Overview
The Company Documents feature is your centralized hub for storing, organizing, and accessing essential resources your team uses every day. Think of it as your company’s digital filing cabinet, where everything from Policies and Handbooks to New Hire Packets is securely stored and easy to find.
How to Access Company Documents
Navigate to Company Documents:
- Select the Resources tab in the Navigational header.
- Under the Document Center header, click the Company Documents link.
- Alternatively, set up Document Center as a QuickLink for quicker access, then select the Company Documents tab.
Uploading Documents
Start Upload
- Click the Manage Documents button.
Add Files
- Drag and drop your desired documents into the upload area, or
- Click Browse Files to select files from your computer using File Explorer.
Add Description (Optional)
- Enter a description for the document to help others understand its purpose.
Save
- Click Save. The document will now appear in the Document Center Roster.
Finding Documents
Use the search bar in the upper right corner to quickly locate documents by File Name or Document Description.
Key Benefits
- Centralized Storage: All important documents in one secure place.
- Easy Organization: Upload, describe, and search for documents efficiently.
- Supports Migration: Ensures nothing is lost when moving from FleetMentor Classic.
If you need further assistance or have questions about using Data Search, please contact FleetMentor Support.