Document Management

The Document Management Repository in POET provides a centralized, secure space for storing and managing business documents. It complements the existing attachment capability in Work Item and Item, ensuring better organization and long-term access. Owners and Partners can share folders and documents with each other or within their organization, improving collaboration and information consistency across teams.

Create a folder

Create a folder to store and share documents internally or with Partners.

  1. Select a [POET Network] from the Network drop-down in the header.
  2. Select a Team (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
  3. Select Folder from the left menu.
  4. Select the New button.
  5. In the General section fill in the Folder Name.
  6. In the Access and Sharing select the Partner with whom you want to share the folder.
  7. Select the Save button.
    The folder is created.
  1. Select a [POET Network] from the Network drop-down in the header.
  2. Select a Team (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
  3. Select Folder from the left menu.
  4. From the list of folders, select the folder for which you want to create the sub-folder.
  5. Select the Edit button.
  6. Under Sub-Folders, select the Add button.
  7. Enter the Sub-Folder Name.
  8. (Optional) Enter the Description of the sub-folder.
  9. Select Apply.
    The sub-folder is created.
  1. Select a [POET Network] from the Network drop-down in the header.
  2. Select a Team (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
  3. Select Folder from the left menu.
  4. From the list of folders, select the folder in which you want to add a document.
  5. Select the Edit button.
  6. Under Documents, select the Add button.
  7. Under Upload Files, drag and drop the document that you want to add. Alternatively, you can also click the upload box to browse your file system for the required document.
  8. Enter the Folder Name.
  9. (Optional) Enter the Description of the document you are adding.
  10. Select Apply.
    The document is added to the folder.

Download a folder

Download a folder, sub-folder, or document for offline access.

  1. Select a [POET Network] from the Network drop-down in the header.
  2. Select a Team (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
  3. Select Folder from the left menu.
  4. From the list of folders, select the folder which you want to download.
  5. Select the Download button to download the folder.
    The folder is downloaded.
  1. Select a [POET Network] from the Network drop-down in the header.
  2. Select a Team (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
  3. Select Folder from the left menu.
  4. From the list of folders, select the folder which has the sub-folder you want to download.
  5. Under Sub-Folders, select the sub-folder that you want to download.
  6. Select the Download button to download the sub-folder.
    The sub-folder is downloaded.
  1. Select a [POET Network] from the Network drop-down in the header.
  2. Select a Team (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
  3. Select Folder from the left menu.
  4. From the list of folders, select the folder which has the document you want to download.
  5. Under Documents, select the document that you want to download.
  6. Select the Download button to download the document.
    The document is downloaded.

Delete a folder

Delete a folder, sub-folder, or document.

  1. Select a [POET Network] from the Network drop-down in the header.
  2. Select a Team (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
  3. Select Folder from the left menu.
  4. From the list of folders, select the folder which you want to delete.
  5. Select the Delete button to delete the folder.
    The folder is deleted.
  1. Select a [POET Network] from the Network drop-down in the header.
  2. Select a Team (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
  3. Select Folder from the left menu.
  4. From the list of folders, select the folder which has the sub-folder you want to delete.
  5. Under Sub-Folders, select the sub-folder that you want to delete.
  6. Select the Delete button to delete the sub-folder.
    The sub-folder is deleted.
  1. Select a [POET Network] from the Network drop-down in the header.
  2. Select a Team (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
  3. Select Folder from the left menu.
  4. From the list of folders, select the folder which has the document you want to delete.
  5. Under Documents, select the document that you want to delete.
  6. Select the Download button to delete the document.
    The document is deleted.