You can use the document manager to upload documents that are later displayed to the cleaning staff on the tablet. This allows you to ensure that the cleaner receives important information, such as safety instructions, hygiene measures or cleaning manuals.

Adding a document

To add a document, navigate to the menu item App functions on the Document manager tab. All documents created are displayed here in a table.

To add a document, click on + Add document.

The following information must be entered here:

Field	Description
Title	This title is displayed to the cleaner on the tablet.
Share type	Select one of the two options: Economic entity: The content can only be seen on this business entity. Provider: If several economic entities are assigned to the provider, you can use this setting to upload the document to several economic entities.
View type	Select one of the three options: On request: The cleaner can only retrieve the document on request. Mandatory: The document is always displayed to the cleaner. Mandatory once: The document is displayed to the cleaner only once.
Assignable to	The document can be assigned to buildings, areas, area types, categories, service types, cleaning tours, business units, floors or users. You can also select more than one here.
Description	You can give the document a description here.

To upload the document, click on Select file.

Your Explorer will open. Select the desired file. You can upload both photos and videos. The following file types are possible: pdf, mp4, jpg, png.

Then click on Open.

Finally, you can select the language of the document via dropdown. This means that if, for example, the language ‘French’ is stored for cleaner 1, the documents will be displayed if a French file has been saved.

Upload multiple files

To select additional files, click on the grey plus at the end of the line.

This allows the file to be created in different languages in the same document - it is important that the correct language is specified for each file before saving.

Delete files

To delete a file, click on the grey bin at the end of the line.

Finally, click on Save.

Assign document

Depending on what you selected under Assignable to when creating the document, you can assign the document to buildings, areas, area types, categories, activity types, cleaning tours, business units, floors or users.

In our example, we assign the document to an activity type. To do this, select the desired activity type under the Activity type tab in the Cleaning process menu item.