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Introduction to resource categories

How do I use resource categories?

The resource categories can be used to structure and help give an overview of the files related to your customers, employees, products, and/or your company.

You can create your own categories or use pre-existing categories to categorize the different types of files.  

In this article, you will learn about:




 

General resource categories

These are the standard resource categories available to you.

Work plan
Contract
Proposal
Floor plan

Guidance

Quality report
Workplace assessment
Product sheet
Safety data sheet
Workplace manual
Employee photo







Usage of resource categories

INFO:

Use resource categories to categorize file uploads to customers, locations, employees, products, and your own company. 

You can add files in these sections:

 


Here is a list of the file types, which you can add to CleanManager.

The files size cannot exceed 3 MB per file:

.pdf
.doc
.docx
.xls

.xlsx

.odt
.ods
.txt
.png
.gif
.jpg

 

 


 

 

Organizing resource categories

In these articles, you will learn how to edit your resource categories: