Learn how to navigate the documents tab in the customer portal.
Chekhub’s customer portal provides a centralized location for accessing and managing documents related to your team. Documents that appear in the portal are made available to you by your organization. It offers several key features to help you stay organized and informed about document statuses.
The Documents tab displays important statistics, giving you insights into the state of your documents. These include:
- Recently Modified Documents: See which documents were updated most recently, helping you quickly identify any changes or updates that may require attention or further action.
- Expired Documents: This section alerts you to documents that are no longer valid. It’s useful for ensuring you aren’t working with outdated information, prompting you to update or remove these files.
- Documents Expiring Soon: Keep track of documents that are nearing their expiration date. This feature helps you plan ahead, allowing you to renew, update, or replace documents before they expire.
By interpreting this data, you can stay proactive in managing your team's document library, ensuring everything remains up-to-date and relevant.
Document Search and Filtering
You can easily search for specific documents using the search bar within the tab, streamlining the process of locating the files you need.
Exporting Documents
The Documents tab also allows you to export the documents table in various formats, such as CSV, Excel, JSON or print for easy sharing
Additionally, you can filter the table columns to ensure that only the most relevant data is included in your export, tailoring the information to fit your specific needs.
By leveraging the statistics and exporting options in the Documents tab, you can stay organized, act on upcoming document expirations, and keep your team’s documentation well-managed.