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 documentsβwhether itβs 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.
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:
Imagine youβre managing the documentation for an engineering project. Your team needs to handle:
With the Document Module, you can:
This ensures that the entire engineering team collaborates effectively and avoids costly errors from outdated information.
Each document can be tagged with Access Tags to control who can see or edit it. This allows your team to:
Use statuses like Working, Paused, or Not Started to track progress.
Assign categories to classify documents into types like:
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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