Introduction

The video summarizes GearLog's document management solution, which is used to keep key documents and equipment inventory records on the same platform. The process involves two parts: setting up folders and then uploading documents into them.

Folder Setup

Folders are created on the Settings menu. You can view the folder hierarchy in two ways:

• Indented: Folders are stacked underneath each other.
• Nested: Folders expand as a hierarchy.

To create a new folder, hit the plus button, provide a name , and choose if it should be filed underneath an existing folder. Folders that do not contain documents can be deleted using the trash can icon.

Restricted Folders

Folders highlighted in blue are restricted. Only users with a specific setting enabled on their user profile can see documents inside these folders. This is useful for sensitive items like training records or staff assessments.

Adding Files

Files or documents are added on the Tools menu under the Files option. When adding a new document, click the upload icon and provide a name. You have two options for the file source:

• Upload a file: Select a file from your computer or network.
• Web Link (URL): Provide a link to the file, which acts as a bookmark.

The "Sticky Link" Feature

For uploaded documents, GearLog creates a "sticky link" that never changes. This link can be shared and will always direct users to the latest version of the file, even if the document is edited and a new version is uploaded later.