Looking for ideas and suggestions for a template that could be used for a corporate form library that could broken down by work area - HR, Operations, Training, etc. Each area would have the most current and approved version of forms and templates they use. Would really like it to have version control so that users can see and download a current version only. Items stored would almost all be Word, Excel, PowerPoint, PDF documents. Very few digital assets (videos), if any.
Would your library be a single board that could then be filtered by work area? If so, then you could set up a board with a files column (for your forms/template files), and a status-type column that would indicate the work area. Then, you could have board views that your team could use to go right to the HR forms, for example.
When you upload a file to monday, you can add new versions onto that file, and then when you click on a file in that column, it will automatically serve up the latest version. You can put restrictions on who can edit that column, as well, if you need to only allow certain people to upload new versions.
The files column has version control and you can mark up the document visually in a simple way to suggest edits etc too. The files gallery view on the board you are managing them is a great way display it. We have a similar, where the board is effectively the review cycle management and the end user just goes to the files gallery view to access the documents
Yes, it would be a single board. We started putting something together along these lines. Thanks
Hello,
Creating a corporate form library with version control is a great idea! You can use a platform like SharePoint or Google Drive, which offers templates and built-in version control features. Each work area (HR, Operations, Training, etc.) can have its own folder or library, ensuring that only the most current and approved versions of documents are accessible. This setup will streamline document management and improve efficiency across departments. mypoints com
Best Regards,
Sonia Lewis
I like @sonia598lewis’ suggestion. Create this library of documents/forms in Google Drive.
You can easily integrate Google Drive with monday.com using the marketplace app DriveConnect.
(disclaimer: I’m from the company that built this app )