ClickSabi Pro
Account, Plans & Settings
Company Documents
A reusable library of your company's credentials.
1 min readLast updated
What belongs here
Reusable business records: credentials, insurance certificates, licences, spec sheets, warranties and certifications.
How it differs from Documents
Documents holds files that belong to a customer or a project. Company Documents holds files that belong to your company and are reused across many projects.
Access
Owners and admins manage the library. Compliance can view and download it.
Related articles
- Projects & DeliveryDocuments, shared and privateWhere files live, who can see them, and how sharing works.
- Account, Plans & SettingsWorkspace settingsWhat each settings section controls.
- Team & PermissionsWhat Compliance can and cannot doThe read-only role, in detail.
- Account, Plans & SettingsPlans and what they includeThe four plans, limits, and how entitlements work.
Didn't find what you were looking for?
Get in touch with the ClickSabi team or send feedback about the Help Center.
Prefer email? support@mail.clicksabi.com