Available to all users by clicking on your avatar in the bottom left-hand corner of any WeTrack page, the ‘Document Manager’ is a new central hub for managing documents. You now no longer have to track down a specific project, task or other item that has a document inside it. The Document Manager is a new repository for all files uploaded into your WeTrack system.
You can create multiple Document Categories; these group your documents within the Document Manager and are available to choose from when attaching a file to an item anywhere in the WeTrack system.
To add new Document Categories, simply navigate to the Document Manager in Settings, click ‘Add’, and give the category a new title and description. Then, simply click ‘Confirm’ to save.