Hi all - we're just setting up Ironclad for our Global company and we're trying to find the best way to store all of our project documents in the Repository. We're running into some concerns at being able to use the repository as an all in one document storage that was sold to us. I'm attempting a naming convention so we can save a search filter for each project however I can find how to only search by the Record Name and it not pull data from inside other documents. My hope was that we could have the Search filter saved for each project then drill down further as required.
1. I was wondering if anyone had worked out how to do this?
2. Is anyone else storing documents that are supplemental to the contracts? We have So many per project that adding them as an attached document in the Contract is much too cumbersome to search through so we're adding them directly in the repository (leaving an extremely long list of documents).
If anyone has any suggestions I'd greatly appreciate it and any direction!
