Docs app — Document management

Overview

Docs is Steeple's document management app. It allows storing, organizing, and sharing documents within the organization with a hierarchical folder system and permission management.

Main features

Document management

• Upload documents by drag and drop or file selection

• Supported formats: PDF, images, videos, Word, Excel, PowerPoint, and others

• Rename, move, and delete documents

• Download documents

• Copy a document link to share it

• Publish a document on the news feed (News)

• Multiple selection for batch actions (delete, move)

Folders

• Create a hierarchy of hierarchical folders

• Navigate with a breadcrumb trail

• Create, rename, move, and delete folders

• Set access policies by folder (which groups can read)

Search and filters

• Full-text search (minimum 3 characters)

• Filter by file type: folders, PDF, videos, images

• Filter by community

• Sort by name, size, or creation date

• Switch between grid and list views

Electronic signatures

• Enable signature tracking on a document

• View signature status (signed / pending)

• View the list of signers and pending signatures

• Dedicated "Activity" page for documents to be signed

Viewing tracking

• See who viewed a document and when

• View count per document

Rights and permissions

The app uses a granular permission system:

• Create : upload documents or create folders

• Read : access and download documents

• Edit : rename documents or folders

• Move : move items between folders

• Delete : delete documents or folders

• Signatures : enable and view signatures

• Viewing : view viewing statistics

• Storage : see the storage space used

Navigation

The Docs app is accessible from Steeple's main menu. The home page displays the contents of the root folder.

What the assistant can do

The assistant can hide or show the Docs app via admin_updateAppVisibility. For managing the documents themselves, direct the user to the Docs app.