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Documents Overview

The Document Manager is your department's single file library. Every file lives here once, and the rest of ResponderOne references it:

  • Resources - Document items in your resource menu attach files from this library
  • Dosage Calculator - Protocols attach reference documents from this library

Because everything points back to one file, updating a document here means every menu item and protocol that references it can pick up the new version — you maintain one copy instead of hunting down duplicates.

Permissions

Opening the Document Manager requires the Manage Documents permission. Permanently deleting files or folders additionally requires Permanently Delete Documents. The built-in Admin role has both.

Opening the Document Manager​

Navigate to Documents under the Entity Management section of the sidebar.

The Workspace​

The Document Manager is a three-pane workspace:

  • File tree (left) - Your folders and files, with search, upload, and organization tools
  • Viewer (center) - A preview of the selected file; PDFs get a full reader
  • Details (right) - The selected file's version history, metadata, and update tools

On smaller screens the file tree tucks away — tap the Files button to open it.

Supported Files​

  • File types: PDF, images, video, and audio
  • Maximum size: 50MB per file

PDFs get the richest treatment — previewing, page ranges in resources, and the PDF tools. Other file types can be stored, organized, downloaded, and versioned, with a "Preview not available for this file type" notice in the viewer.

Deletion Protection​

Because menus and protocols depend on these files, ResponderOne guards deletions: if a file is still referenced by live menu items or active protocols, the delete dialog tells you exactly what references it before you decide. You'll never silently break a published menu or a protocol by cleaning up files.

Next Steps​