Getting started with Document Management

How to set up and configure your document management experience

You asked for it, and we delivered. In classic SpacetoCo style, we've taken document management to a whole new level. Gone are the days of boring file uploads...we've reimagined:

• How a document can travel through the process of a booking journey
• Email communications around a document life cycle
• The 'state' a document can exist in
• How a request for information can be fulfilled
• Automating repetitive tasks like asking for Public Liability Insurance each year

Introduction

We're introducing a bunch of new terminology and workflows so it's important to get your head wrapped around some new language:

• Document Type: If the document is related to a Booking, Customer, Application, Public Liability or Government Identity
• Document Configuration: Where you go to configure individual document templates
• Document Template: Where you can change the name, icon, colour, description, and fulfilment options for a document
• Fulfilment Options: How the customer can 'fulfil' your request for information
• Requests: When you as the host, generate a request for a document to be fulfilled by the customer
• Manual Fulfilment: This is for you as a host, allowing you to 'manually' fulfil a request for information if you already have it available
• Document Status: This is when something moves from 'Requested' to 'Approved'. It's the way you track where the document is in its workflow

Getting Started

The first thing you'll see when setting up your document management experience is this screen:

Clicking 'Get started' will begin the journey and allow you to set up your first document type:

You can choose to start with just Public Liability Insurance (required) or choose from the list of recommended documents. We've created many templates for you to kick off your document management journey. You can use these as a starting point, and modify them before saving. 

Document Template Options

We allow you to define what documents are available in your workflow and the specifics of each document. These include:

• Document Type
• Icon & Colour (the fun part 😂)
• Document Name
• Fulfilment requirements which include:
  • Fulfilment options
  • Description/Statement
  • Sample file option 
  • Expiry & Automation Options

For more information on Public Liability Insurance as a document type, please see this article.

Questions & Feedback

As always, we're on a continual journey of learning, iteration and gathering feedback. If you're a user of this exciting new feature, feel free to reach out with any feedback, questions or concerns.