Managing documents efficiently is critical to keeping teams aligned and work flowing smoothly.
Document Management enables you to organize, access, and maintain critical documents inside Process Street with ease.
Users: In order to upload or edit documents to your Library, you must be an Administrator or a Member who has been given ‘edit’ access by your Administrator.
Please contact our support team if you would like to trial this feature.
You can upload single or multiple files at once, with a file size limit of 5 GB per file.
Use the new button to add files, or drag and drop them into your desired folder.
Note: Adding files to your Library or folders leverages the existing permission structure and access that you have created for users and groups in your folders.
Click on your file to view it, change its name, share or download it.
Images and PDFs will be shown in view mode, whereas Word Docs and CSVs must be downloaded to be viewed.
Click the meatball menu shown above to view files in two-page view mode.
You can share files with users in your Process Street organization or with anyone who has a link to the file.
This enables you to link to files from your Workflows, Pages or Forms.
By default, the person who uploaded the file is set as the document owner.
Click the settings cog icon shown below to find or change the document owner.
You can change the owner to another user or group, but first, you’ll need to ensure that they have edit permission on the file.
Click the group icon in the top right corner to select a user or group and adjust their permission level.
You can search for files and content or keywords within a file via the Global search in your main navigation bar.
When using files with Version Control enabled, you can track material and non-material changes, by setting up webhooks.
This enables you to, for example, run a training workflow when there have been significant changes to a policy or procedure.
All files or documents stored in Process Street are secured using unguessable, cryptographically secure URLs.
You can add another layer of security by enabling Enhanced File Security, which means that only users logged into Process Street can access your files.
Yes. When updating a file, you can change its file type. For example, version 1 may have been a PDF, but version 2 is a DOCX. You will see a confirmation warning that you’re about to change the file type.
When you upload a file with an extension, for example, AcceptableUsePolicy.pdf and then rename it to Acceptable Use Policy, the file extension will be added back in when it’s downloaded.
When you discard or delete a file, it’s no longer stored in our system.
Workflows