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Decision Logic Documents gives users the ability to create folders, add, remove, archive, and organize, download important documents straight to the Decision Logic platform.  
  • Shared drive space that's only visible to users who have access to Decision Logic.
  • Latest versions, will always see the most recent documents and receive the information they need.

To access Documents navigate to Operations > Documents.

Documents location is a great place to store your:

  • DL Best Practices
  • Company training manuals
  • Bulletins to Franchisees 
  • Accident forms
  • Frequently called numbers lists 

Technical Requirements

  • max file size: 256MB
  • file types: doc, docx, txt, rtf, xls, xlsx, pdf, ppt, pptx, ipg, ipeg, ipe, png, mov, mpg, mpeg

Creating Folders

  • Create a new folder by selecting + Add Folder.
  • Enter a Folder Name and Save.
  • Folders will appear in alphabetical order on the left.

Open, Rename, and Delete

  • Select a folder to Open.
  • Hover over the folder name to Rename.
  • Use the trash can icon to Delete a folder.

Adding Documents

To add documents to your folder:
  • Select an existing folder.
  • Select Browse or + File.
  • Select Save to add a document to the selected folder.

Moving Documents

  • Open the folder containing the document.
  • Click and drag the item you want to move to another folder.

(star) Note, the document name is populated with the name of the file. 

  • To change the name of the file select the document name text box and replace with the new text. 

Table of Contents

Table of Contents

For additional questions or assistance please submit a support ticket by visiting the Decision Logic Help Center.

All training videos are located in the /wiki/spaces/CKB/pages/1121779733