> For the complete documentation index, see [llms.txt](https://docs.roaddirect.co.nz/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.roaddirect.co.nz/eboard/library/company-documents.md).

# Company documents

Company documents are your organisation's non-TMP documents, such as Health & Safety forms and induction material. This page was previously called **Document library**.

To open it, go to **Library** → **Company Documents** in the eBoard navigation bar.

## Browsing documents

Documents are organised into **Categories**, shown as tabs at the top of the page (for example H\&S). Click a category to see its documents.

| Column                              | What it shows                                                |
| ----------------------------------- | ------------------------------------------------------------ |
| **Type**                            | The document type, for example Health & Safety or Induction. |
| **File Name**                       | Click to open the file.                                      |
| **Description**                     |                                                              |
| **Expiry Date**                     | When the document expires, if it has an expiry date.         |
| **Added to Library** / **Added By** | When the document was added and who added it.                |

## Add a document

1. Click **Add Item to Library**.
2. Choose a **Category**, or tick **Create New Category?** and enter a new category name.
3. Enter a **Description**.
4. Choose the **Type** (for example Health & Safety or Induction).
5. Enter an **Expiry** date if the document expires.
6. Under **File name**, drop the file in, paste it, or click **Select from Device**.
7. Click **Save**.

## Edit or delete a document

Click the **⋮** menu at the end of a document's row and choose **Edit** or **Delete**.

## Rename or delete a category

Select the category, then use the **pencil** icon to rename it or the **bin** icon to delete it.


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# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.roaddirect.co.nz/eboard/library/company-documents.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.