The Documents is a powerful tool for keeping employee records easily accessible, from signed contracts to certifications, diplomas, and more. Over time, as you add more documents, you may need to reorganize them. In Connecteam, you can customize the order of your assets (each document) within the Documents feature to adjust how they appear in the mobile app and dashboard. You can reorganize documents within a pack or move them between packs as needed. Let's explore this further!
Reorganize Documents Within a Pack
To reorganize your documents within a pack:
Log in to your admin dashboard
Access the Documents feature from the left sidebar
Click on the Options in the top right corner and select the Settings
Hover over the relevant pack you need to reorganize. To change the order of appearance, drag and drop the assets to your desired order
Then save changes
All done - now, close and reopen your mobile app to view the newly updated display!
Move Documents Between Packs
To reorganize and move documents between packs:
Log in to your admin dashboard
Access the Documents feature from the left sidebar
Click on the Options in the top right corner and select the Settings
Hover over the relevant pack you need to move the document to (the destination), click on Add document, and select Existing document.
A list with all your existing documents in other packs will appear. Select the one you need and click on Add to pack.
The document is now in both packs. To fully move it to the new pack, delete it from the one it was in before the change.
Then save changes
All done - now, close and reopen your mobile app to view the newly updated display!
To learn more about the differences between a new and an existing document, click here.
Related Articles
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.