Library Setup Example

Use collections, tags and numbering that fit your business.

Choose how codes look so people can find a document by its number.

Code format

A short prefix, a dash and a number, for example the department letters and three digits.

Digits in the number

3 digits 4 digits

Document types in use

SOP SSOP Policy Work instruction

Kinds of tags

Topic Program Location

Tags organize procedures. They do not grant access.

Departments

One department per line.

Default review cycle

Collections in this example Example

Tags in this example Example

Topics

InvoicesExpensesFront desk

Programs

Onboarding

Locations

Main Office

Tags organize procedures; they do not grant access.

Departments in this example Example

FinancePeopleOffice

Available when this feature is connected. Collections, tags and departments organize documents. They never give anyone access.