Document Library

The Document Library allows you to upload and organize important company files directly inside the app. Documents can be shared with selected employees, locations or teams and accessed securely through TeamUltim. The Document Library feature is available for paid accounts only. Each paid account includes 500 MB of document storage. Free accounts do not have access to the Document Library feature.

Managing documents

Supported file types

The following document types can be uploaded:

  • PDF files
  • Text documents
  • Spreadsheets
  • Images

Maximum file size – 20 MB per file.

User permissions

Only shift administrators can manage documents. Shift administrators can:

  • Upload new files
  • Re-upload existing files
  • Edit sharing permissions
  • Organize files into categories
  • Delete files

Regular employees can only view and download documents shared with them.

Organizing documents with categories

Documents can be grouped into categories to keep the library organized. TeamUltim provides several default categories out of the box. These categories can be renamed, removed or replaced with custom categories depending on your company structure and workflow. 

Sharing options

Each document can be shared in different ways depending on who should have access to it.

Share by location

A document can be assigned to one or multiple locations. Employees assigned to those locations will be able to access and download the file. This option works well for location-specific instructions or site procedures.

Share with selected employees

A document can also be shared directly with specific employees. Only selected employees will be able to access the file. This is useful for personal documents, individual agreements and other employee-specific information.

Share by tags

Documents can also be shared using employee tags. Employees tagged with the selected tags will automatically gain access to the document. Tag-based sharing makes it easier to manage access for larger teams without selecting employees individually.

Secure document access

Documents are protected and can only be opened through the TeamUltim app. The system uses signed secure links for file access. Because of this:

  • Shared URLs are temporary
  • External users outside of your organization cannot access the files
  • Sending direct document links to third parties will not work

This helps protect internal company documents from unauthorized access.

Dashboard widget

The dashboard includes a Document Library widget for quick access. The widget displays pinned documents and recently uploaded documents. To keep the dashboard compact, the widget shows a maximum of 3 items at a time.

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