Document Vault

From Tracking to Managing Documents, Twib does it all!

The Document Vault feature in Twib offers a secure and efficient way for Administrators to Remotely Manage and share important files and links with users. 

Designed to enhance communication and streamline operations, the Document Vault acts as a centralized hub where documents such as Sales Materials, Product Catalogs, Training Guides or Policy Updates can be uploaded and instantly made accessible to Selected Users. This ensures that your team always has the latest resources at their fingertips -- anytime, anywhere -- directly through the Twib App.

The Document Vault helps businesses maintain consistency, improve productivity and reduce dependency on physical paperwork.

To add documents in the Document Vault:

Navigation:

• Go to Menu > Document Vault

• Click the + Add Section button

Create a Section:

• Provide the Section Name and details associated with it

• Click Add to successfully create the section

Add Documents within a Section:

• Click on Documents > + Add Documents

• Enter the Item Title and Item Details

• Choose the appropriate Item Type from the drop-down list

• Select User Access from the drop-down menu

• Enable or disable Download permissions for the selected User/Users

• Click Add to complete the process

Note:

• Ensure that Sections are created before attempting to upload or assign documents

• Files and links can only be added after a Section is successfully created.

As mentioned above that the admin can add File as well as Links in the Document Vault section, For the file there are few conditions i.e. each File must be smaller than 10MB and only Text, Word Document, PDF, Excel, PPT, MP4 and Images are allowed.

For links the admin can add any video links, website links, etc. 

For the Enable/Disable Download of the Document:-

For any uploaded file the download option is enabled by default so that the user can download the shared documents to his device. However if the download is disabled, the user can directly View/Show Presentation of such file. This is specially beneficial if the company uploads Product Brochures in .pdf file format as the users can directly show a presentation to the clients/prospects directly from the app itself. 

The Admin can Edit/Delete/Add Multiple Documents for those sections, also change Status as per requirement (Active/Inactive).
Once uploaded and given Access, the Documents will be available in the User Panel respectively.