Documents
Type of documents
With your workspace configured and product catalog populated, the next step is to upload all associated product documentation. Handify allows categorizing docs by specific document types to ensure efficiency and consistency.
To add document types, go to Settings > Documents > Product Doc Type. Here you'll be able to create new types or edit existing ones.
Common document types include:
Technical Data Sheets (TDS).
Safety Data Sheets (SDS).
Certifications (Kosher, Halal, Organic, etc.).
Regulatory Filings.
Quality Documentation (COAs, QC Test Results).
Application Guidelines.
Whitepapers/Technical Articles.
Sell Sheet or brochure for the product.
Establishing clear document type definitions provides several benefits:
Accurate document organization with a structured approach. It's easy to see what documentation exists for each product and quickly locate the right file.
Controlled access and updates by aligning permission rules. Only authorized users can upload/modify documents, preventing unintended changes.
Validity tracking. Easily see which documents are current and ensure outdated files aren't accidentally shared.
Professional customer deliveries. When sharing documentation in product bundles, providing accurate and up-to-date file types enhances credibility.
Take the time to thoroughly configure your required document types. This lays the foundation for a clean, reliable and secure product content repository within handify.
Tags
In addition to your product-specific documentation, Handify allows you to upload, store and share general documents related to your company, certifications, marketing collateral and more. To keep these materials organized, you'll want to establish a tagging system.
From the Team Settings > Documents, go to the "Tags" section. Here you can create new tags.
Some common parent tag examples include:
Corporate/Company Info
Quality/Compliance
Sustainability/CSR
Marketing/Sales Assets
Process Documentation
Product Line/Brand Tags
Having a thoughtful tagging structure provides several benefits:
Categorizes documents logically. Users can easily browse tags to find the types of general documents they need.
Streamlines bundling. Tags make it simple to bundle the right general docs with product info.
As you establish tags, consider aligning to your overall corporate/commercial structure. This will make documents intuitive to find for different teams and functions.
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