Document Management Overview
A centralized, secure repository for storing, organizing, and accessing your organization's operational documents.
What is Document Management?
The Document Management module in Algus provides a centralized, secure digital library for all your organization's files, policies, standard operating procedures (SOPs), and manuals.
Instead of relying on scattered email attachments, shared network drives, or physical office binders, Algus stores all critical documents in one organized location—accessible anytime on the web portal or mobile app.
💻 Web Portal Overview
On the Web Portal, administrators and team members can navigate the complete file repository:
- Central Dashboard: Navigate to Documents in the sidebar navigation menu to view your document library.
- Instant Search & Filters: Search documents by title, description, or custom tag, or filter by file category.
- Quick Stats & Breadcrumbs: Track total documents, active folders, and easily navigate nested folders using interactive breadcrumbs.
- Full Administration: Manage folder structures, upload files, control user permissions, track version histories, and configure expiration alerts.
🔐 Document Permissions & Access Control
Document visibility and operational actions are governed by a flexible permission model across Web and Mobile:
- Public Documents: Open for viewing and downloading by all staff members with the View Documents permission. Any user holding Upload Version can upload new revisions.
- Private / Restricted Documents: Hidden from general staff. Only the original creator, designated Owners (👑), designated Authors (📖), users with Full Document Access, or staff explicitly granted access via Manage Access can view or collaborate.
- Comprehensive Reference: For an in-depth breakdown of who can view, download, upload versions, add attachments, and configure settings, consult the Document Permissions & Operations Guide.
💡 Practical Use Cases
- Standard Operating Procedures (SOPs): Keep equipment operation guidelines updated and accessible to site workers.
- Company Policies: Store HR handbooks, safety regulations, and compliance manuals in one secure location.
- Emergency Response Plans: Provide frontline workers immediate access to emergency evacuation procedures on their smartphones.
❓ Frequently Asked Questions
Who can view documents in the library?
Document visibility is governed by access controls and privacy settings. Public documents are visible to all employees, while private documents are restricted strictly to creators, designated Owners, Authors, and specifically assigned users, groups, or work sites. See our Document Permissions & Operations Guide for a complete reference.
Can I view documents when offline on mobile?
Yes. On the mobile app, you can download files for offline reading. Saved documents remain accessible even without an active internet connection.