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Document Management

Document Management · Folder Organization and Permissions

Policy files, product materials, training videos, customer contracts… enterprise documents scatter across countless personal computers, cloud drives and chat groups, and are never there when you need them. A unified document library brings them together with folder organization, permission control and version management, so new hires can pick up established business in a day.

📂
Folder Organization
🔐
Permission Control
📖
Online Editing & Sharing
Capabilities

The Standard Approach to Retaining Enterprise Knowledge

Five pillars: organization, permissions, editing, sharing and versions

📂 Multi-Level Folders

Build multi-level folders by department / project / category with a clear structure; drag-and-drop relocation and batch tidying are supported

📝 Online Editing

Multiple editors — Markdown / rich text / online Word / online Excel — let you edit documents without downloading them

🔐 Permission Control

Set permissions at user / role / department granularity, across four levels: view / comment / edit / full control

🔗 Document Sharing

Internal link sharing with expiry dates and access codes; public links to send to external customers and partners

📜 Version Management

Every save automatically keeps a version, with diff comparison and rollback to any historical version

🔍 Full-Text Search

Title / body / attachment contents are indexed for second-level keyword lookup; Chinese word segmentation supported

oa.shangbangke.com/document/libraryKB
D
Knowledge Base · Full-Text Search
UploadNew Folder
New Employee Guide18
Policy Files42
Product Materials76
Customer Contracts120
Finance Reports31
DocumentType
Onboarding Guide.pdfPDF
Employee Handbook 2026.docxDOC
Leave & Attendance Policy.docxDOC
Expense Flow Guide.xlsxXLS

No More "Can't Find It / Reinvent It"

"Which version is that product manual?" "Where's the customer contract template we sent three months ago?" "Who has the new-hire training materials?" — the root cause of these inefficient questions is that documents were never retained in a knowledge base. A unified library + full-text search finds the file you need in 3 seconds.

  • New-hire onboarding materials auto-archive to the "New Employee Guide" folder
  • Policy files are kept long-term, organized by "Admin / HR / Finance"
  • Product materials archive by version number, with controlled access to older versions
  • Customer contracts get dedicated folders by customer / project
oa.shangbangke.com/document/permissionAccess
P
Permissions · Finance Reports Folder
InheritSave
Dept / RolePermissionSource
CEO / CFOView + EditExplicit
Finance DeptView + DownloadInherited
Sales DeptNo AccessDenied
All StaffNo PermissionDefault

External share links

2025 Audit Report.pdf · PasswordRevocable

Those Who Should See It Can, Those Who Shouldn't Can't

Financial reports go to the boss and CFO only; customer contracts to Sales and Legal only; R&D architecture diagrams to R&D only. Permission granularity reaches the folder / document level, so regular employees entering the knowledge base only see content they're authorized for.

  • Permission inheritance: parent-folder permissions automatically apply to subfolders
  • Exception overrides: a subfolder's permissions can be individually raised / lowered
  • "External sharing" links are controlled separately and can be revoked at any time
  • Permission-change logs are recorded and retrievable for compliance audits
Use Cases

Core Use Cases for Document Management

Policy Library

Company rules / process policies / employee handbooks managed centrally — the latest versions visible to all, with older versions archived

Product Materials Library

Product specs / operation manuals / FAQs maintained centrally, ready for sales and support to download and send to customers anytime

Project Documents

Each project has its own folder containing requirements / design / testing / go-live documents, archived as a whole when the project ends

Training Resources

New-hire training videos / PPTs / assessment question banks are categorized and archived, boosting self-paced learning for newcomers

Related Features

How Documents Connect With Other Modules

Documents retain knowledge — announcements / tasks / approvals / contacts all link to documents

Keep Enterprise Knowledge Orderly

Sign up to try document management for free and end the chaos of "files scattered everywhere"