πŸ“‚ Introduction to the Document Module

Learn the purpose of the Document Module in Triark Cloud. Understand how it helps you manage technical documentation, revisions, statuses, and access across projects and products.
πŸ“– Read time:
5
min
πŸ”– Category:
Document

πŸ“‚ Introduction to the Document Module

The Document Module is the core of your technical documentation workflow in Triark Cloud. It helps you organize, control, and collaborate on all types of product and project documentsβ€”whether it’s technical drawings, revision-controlled files, or internal product notes.

This module gives you full control over document management across multiple projects and departments, all in one place.

🧰 What Can You Use the Document Module For?

  • Store and manage technical drawings
  • Keep track of document revisions and versions
  • Organize files by project, product, or document type
  • Assign categories, statuses, and responsible persons
  • Control access and security levels for sensitive documents

πŸ”„ How Does It Work?

Each document is connected to either a Project or a Product, making it easy to track where each file belongs.

The Document List View provides a spreadsheet-style table where you can:

  • Search and filter documents
  • Group and sort data
  • Create, edit, duplicate, or delete documents
  • Export document data to Excel or CSV
  • Manage revisions and download previous versions

πŸ› οΈ Example Use Case: Engineering Teams

Imagine you’re managing the documentation for an engineering project. Your team needs to handle:

  • Technical drawings and schematics
  • Installation manuals and product data sheets
  • Revision logs for design changes
  • Responsibility assignments (who handles what document)

With the Document Module, you can:

  • Upload and categorize each document (e.g., Drawing, Instruction, Revision)
  • Set statuses like Working or Paused to track progress
  • Control access so only relevant team members or departments see specific files
  • Track document revisions over time to ensure everyone is working from the correct version

This ensures that the entire engineering team collaborates effectively and avoids costly errors from outdated information.

πŸ” Security and Access Control

Each document can be tagged with Access Tags to control who can see or edit it. This allows your team to:

  • Share documents selectively across departments
  • Prevent accidental changes to critical files
  • Ensure compliance with project-level security policies

πŸ—‚οΈ Document Statuses and Categories

Use statuses like Working, Paused, or Not Started to track progress.
Assign categories to classify documents into types like:

  • Drawing
  • List
  • Instruction
  • Revision
  • Forklaring (Explanation)

❓ FAQ

Q: Do I need to assign every document to a project?
Yes, each document must be linked to a Project or Product for tracking purposes.

Q: Can I restrict access to specific documents?
Yes, use Access Tags to control who can view or edit specific files.

Q: How do document revisions work?
Triark Cloud allows you to save, manage, and download multiple revisions of the same document.

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