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
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INFO: Use resource categories to categorize file uploads to customers, locations, employees, products, and your own company. You can add files in these sections:
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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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