How do I use resource categories?
The resource categories can be used to structure and help give an overview of the files related to your customers, employees, products, and/or your company.
You can create your own categories or use pre-existing categories to categorize the different types of files.
In this article, you will learn about:
General resource categories
These are the standard resource categories available to you.
Work plan |
Contract |
Proposal |
Floor plan |
Guidance |
Quality report |
Workplace assessment |
Product sheet |
Safety data sheet |
Workplace manual |
Employee photo |
Usage of resource categories
INFO: Use resource categories to categorize file uploads to customers, locations, employees, products, and your own company. You can add files in these sections:
|
Here is a list of the file types, which you can add to CleanManager.
The files size cannot exceed 3 MB per file:
.doc |
.docx |
.xls |
.xlsx |
.odt |
.ods |
.txt |
.png |
.gif |
.jpg |
Organizing resource categories
In these articles, you will learn how to edit your resource categories:
Creating resource categories |
Editing resource categories |
Deleting resource categories |
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