Upload PDFs and other documents like SOPs to share with your team - even offline. Organize by tags and limit who can view certain documents.
Share an unlimited library of PDF, Word, Excel, PowerPoint, videos, and documents with team members - both in-house and in the field. Typical documents include standard operating procedures (SOPs), employee handbooks, safety data sheets (SDS sheets), emergency contact lists, client policy documents, and more.
Organize your documents with tags - much like folders except that a resource could be in multiple folders. For example, you might tag an SDS sheet as "SDS" and as "Houston" if the document is specifically for the Houston team.
Tagging is a great way to quickly find resources with specific tags, but you and your team can also perform text-searches which will query the document title as well as the body of the pdf itself (assuming it is not rasterized). Use tags and text searches together if you have a lot of documents to search.
Employees in the field or on the go will each have a Resources screen within the iScout App.
This gives them a quick, easy way to search the library and find/view the correct document.
Learn More: Mobile Resource Library
For high-priority documents, you can check the "offline access" box. The apps will automatically download
"offline" resources in the background so they will be available in the future - even if no connectivity is available.
By default, background downloads are only performed on WiFi connections but this can be changed to "cellular data".
Learn More: Mobile Resource Library
Documents change over time, so the iScout resource library will keep a revision history of every document including who changed it, when it changed, the change description, version number, and more. You can run a log report to see all changes to your resource library over time.
You decide which employees can view resources using tag permissions. For a team member to view a specific resource, they must have permission to view each of its tags. It doesn't have to be complicated though - you could create an "Admin Only" tag and then only admins could view resources with that tag.
Have a ton of resources to upload? No problem - you can bulk upload dozens of documents at once and quickly tag them to get organized.