Functions are merely a means to break down your business structure by the type of content you keep, which we provide you with two: file and document types. The hierarchy items or table of contents in the center pane are the way you access that specific functions content and all those items are of the same type.

You can use functions in any manner you choose. After all, it’s your business and you get to decide how to structure it, and more importantly, run it. There are 2 types of functions:

  • File Type (primarily used for file-driven content)
  • Document Type (primarily used for text-driven content)

File Types are identifiable with a green circle. An example would be Entity Management, which is a function you could have to store your legal documents like; operating agreement, stockholder ledger, EIN number, Resolutions, Business Licenses, Patents/Trademarks/Copyrights, and so much more. It makes it easy for you to share with the appropriate parties and when a file is re-uploaded, the change is recorded and the previous version is maintained in file upload history. The "Notes" section is not maintained as a history.

Document Types are identifiable with a blue circle. An example would be an operations manual. This function allows you to add formatted free form text in virtually any manner you choose. The best part is you can use this type to document your procedures and embed images in it as well. The section area maintains a history of your previous text so you can compare what was there before by looking at the section history.

My advice is to think of it this way. Ask yourself if the majority of the content you create will be more text driven, or file driven. If it's more files like pdf's, docs, spreadsheets and the like, use file type functions. If it's more processes or policies or text of any significance, use the document function type.