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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The Documents library (/documents) is the central repository for all organisation documents, providing search, category and status filtering, bulk actions, and document upload.

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Overview

No permission gate is present on the /documents route itself — access control is handled at the document level. The page provides a search input, category filter (policy, procedure, form template, training material, report, legal, marketing, other), status filter, and a sort order selector via DocumentSortOptions. View mode can be toggled between grid and list. Documents are fetched via useDocumentSearch with debounced search. Each document card links to /documents/:id. Bulk actions are available via DocumentBulkActionToolbar when documents are checked. Uploading a document opens DocumentUploadDialog. Deleting a document triggers an AlertDialog confirmation before calling useDocumentMutation.

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Who it’s for

No explicit permission gate on this route.

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Before you start

  • Ensure your organisation has documents uploaded, or upload your first document using the Upload button.

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Steps

1

Open Documents

Navigate to /documents. The library loads with all documents accessible to your account.
2

Search for a document

Type in the search box to filter documents by name. Search is debounced.
3

Filter by category or status

Use the Category and Status selectors to narrow results. Combine filters with search.
4

Toggle view mode

Click the grid or list icon to switch between card grid and list views.
5

Open a document

Click a document card to navigate to /documents/:id for full details and actions.
6

Upload a document

Click Upload to open DocumentUploadDialog and attach a new document file.
7

Bulk-select and act

Check multiple documents to activate DocumentBulkActionToolbar for bulk operations.

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Key concepts

Categories include policy, procedure, form_template, training_material, report, legal, marketing, and other. These are sourced from the Supabase document_category enum.

Platform Foundation

Platform Foundation overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/platform.tsx
  • src/platform/documents/DocumentLibrary.tsx
  • src/platform/documents/useDocumentSearch.ts