Manage Documents

The Documents module allows administrators to upload, organize, control access to, and share files within HammerTech.

Access requirements:

• Project Documents: Project Admins can upload and manage
• Company-wide Documents: only Company Admins can upload and manage
• Folder management: required Company Admin access

Upload a Document

Navigate to the Documents area

1. Go to Company Overview or your required project
2. Select Documents > View

(optional) Create a Folder

Note: Company Admin access required.

1. Select Options > Create Folder
2. Name the folder and select Create

Upload File

1. Click the + button in the top right
2. Choose a folder to store the document (or use Root Folder to keep it out of folders)
3. Select Upload File or drag files into the upload zone
   Multiple documents can be uploaded via drag-and-drop at the same time

Set Permissions

Choose who can access the document:

• Public: available to view on the Public Page
• Internal (all users): all users with a login to the system can view - Admins, Standard Users, Employer users
• Internal (specific roles): restrict access to selected user roles

When uploading a document from project level, you must also set the project scope:

• Current Project Only: only visible to users on the current project
• All projects: available across the company

Rename a Document

By default, the document name is based on the uploaded file name.

To rename:

1. Locate the file in the list
2. Select Options > Edit
3. Update the Title field
4. Click Save Changes

Download or View a Document

1. Go to Documents > View
2. Find the document and click on it
3. Click the Download button

If you can't find the document, check that:

• you are on the correct project (for project-specific documents)
• you have the correct permissions

Delete a Folder

Note: only empty folders can be deleted.

1. Go to Documents > View
2. Select Options > Edit Folders
3. Choose the folder
4. Select Options > Delete Folder

If the folder you want to delete contains documents or sub-folders, you will need to delete those first.