Document Management

You should get into the habit of logging out when you have finished your session - here's how

How to have a new password issued if you lost your password

How to find, view, share and print documents

How to upload and share documents

Setting the Key doc flag

Flow360 gives you full version control over documents. This means you can upload new versions of documents and the new version will automatically replace the existing version in links to resources and tasks. The previous version is retained and linked to the new version with version numbers being automatically applied to each new version as it is added.

You can share responsibility for documents with others by adding names to the collaborators list. Any collaborator can update a document with a new version.

How to link an existing document to another object in Flow360

How to view and print documents stored with Flow360

How to send a document by message link and email

How to ensure that documents linked to works orders are also automatically emailed to service providers

A document owner has particular rights over making changes to sharing setting and distribution. If you are currently the owner of a document you can pass ownership on to someone else - here's how.