Documentation — How it works in eBrigade?

The eBrigade Documentation feature allows you to easily store, organize, and share all important documents for your organization: procedures, internal guides, administrative documents, forms, reports, etc.

It serves as a centralized library, accessible at any time by your members.

🎯 What is Documentation used for? #

Documentation is useful for:

• Making official guides and procedures available
• Centralizing documents required for missions
• Facilitating access to information for new members
• Avoiding loss of files scattered across conversations or external tools

🗂️ How is it organized? #

Documentation is based on two elements:

• Categories ➜ group documents by theme
• Documents ➜ PDF files, images, Word, Excel, or internal notes

Each document has:

• a name,
• a category,
• a description (optional),
• access rights (optional).

📍 Where to find documents in eBrigade? #

Documents are accessible in several places for easy retrieval:

1. Main menu “Documentation” #

This is the central space where all documents are listed by category.
Ideal for searching or browsing all files.

2. From a mission or event #

If a document is linked to a mission (e.g., procedure, plan, job description), it appears directly:

• on the mission page,
• under the Documentation or Associated Documents tab.

This allows you to have all necessary resources in context.

3. In specialized modules #

Certain modules (e.g., training, equipment, HR) allow documents to be attached:

• Equipment
• Vehicle
• Client (CRM)

These documents will then appear directly in the relevant module.

4. From a member’s profile (for administrative documents) #

Personnel-related documents (certificates, training, certifications, etc.) can be viewed:

• in the member’s profile,

📥 Add a document #

To add a file:

1. Click on “Add a document”
2. Choose the category
3. Select your file
4. Add a description if needed
5. Save

The document is immediately available.

🔍 Search for a document #

You can use:

• a keyword search engine,
• category filters,
• a clear display.

🔒 Access rights management #

You can:

• make a document visible to all,
• restrict it to certain roles,
• limit it to administrators.

🔄 Update or replace a file #

At any time, you can:

• update a document,
• replace an old file,
• modify the category or description.

⭐ In summary #

Documentation in eBrigade allows you to:

• store all important documents,
• organize them neatly,
• access them from the right places (mission, modules, member profile),
• ensure everyone uses the correct version.