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Company library: documents, who must agree, version notes and reminders

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Help Center › Admin screens, field by field › Company library: documents, who must agree, version notes and reminders

Company library: documents, who must agree, version notes and reminders

Every box in the Company library: search, new document, What changed note, who must read and agree, status and reminders.

On this page

Where to find it: Contractor Hub → Team & Training → Company library (address #/team/library). Staff can read published documents (which roles can open it was not checked in code). Owners and managers can write them.

The library holds how-tos and policies. A document can ask some or all of your people to read it and agree. “I agree” records that the person read that version on that date. It is not a legal signature.

Fields: finding documents

Field (exact label) What it does for VisionScaper What to enter and example Default / notes
Search (placeholder “Search the library”, max 80) Finds documents. Type; press Enter or Show. Empty.
Category Filters by category. Pick one. All categories.
Show Narrows the list. Everything, Waiting for me to agree, Policies only. Everything.
New document Opens the document form. Managers only. Click.
Not read yet (n) tab Lists people behind on policies. Managers only. Click.

Fields: New document / Edit

Field (exact label) What it does for VisionScaper What to enter and example Default / notes
Title (max 120) Name of the document. Required. Example: “Safety rules”. Empty.
Category (max 40) Groups it. Example: Safety. Empty.
Text (max 20,000) The document itself. Write or paste. Empty.
What changed? People see this. (note, max 300) Shown in Version history. Everyone who agreed to the old version is asked to agree again. Shown when you edit a published document. Example: “Added ladder rule.” Empty.
Note for the first version (optional) Same box for a new document. Free text. Empty.
Publish / Publish new version Makes the document visible. A new version asks past agreers again. Click.
Save as draft Keeps it private. New documents only. Click.
Cancel Leaves the form. Click.

Fields: Who must read and agree

Field (exact label) What it does for VisionScaper What to enter and example Default / notes
People must read this and agree to it (requires_ack) Makes agreement required. Tick. Off.
Who (scope) Who must agree. Everyone on the team, Some roles, Named people. Everyone on the team.
Which roles Shown for “Some roles”. Tick Crew, Crew leaders, Managers. None.
Which people Shown for “Named people”. Tick people. None.
Days to do it (due_days, 1 to 90) Time allowed before it counts as late. A number. 14 (starting value, not approved; set your own).
Save Saves the policy. Click.

Fields: other buttons

Field (exact label) What it does for VisionScaper What to enter and example Default / notes
I have read this and I agree Employee records agreement. Shown on published documents they must agree to. Click.
Edit / Edit and publish a new version Changes the document. Click.
Who must agree Opens the policy form. Click.
Who has agreed Shows Person, Status (Agreed, Waiting, Not read yet) and Date. Click.
Version history Shows each version, date, author and note. Click.
Send reminders now Sends reminders to people behind. A reminder also goes out each week. Paused if training reminders are paused. Click.
Download list Saves the behind-list as a CSV. Click.

Steps

  1. Press New document, fill Title, Category and Text, press Publish.
  2. Open it and press Who must agree. Tick the requirement, choose who, set days, press Save.
  3. Watch Not read yet and press Send reminders now if needed.

If something goes wrong

  • Nobody sees the document: it is still a draft.
  • Reminders show “Reminders are paused in Training settings.” Turn off the pause switch.

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