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      Product Document Management

      What is product document management (Documents)

      Tide allows you to centrally manage all documents related to a product throughout its lifecycle. This ensures that everyone in your team has access to the same, up-to-date information.

      The module supports a wide variety of file types:

      • PDFs

      • Images (JPG, PNG, etc.)

      • Excel files (XLS/XLSX)

      • Word documents

      • PowerPoints

      • And more...

      There is no limit to the number of files per product. However, large volumes of stored files may incur additional storage fees.

      When to Use This

      • Centralize files related to contract negotiation, product calculation, photos, descriptions, etc.

      • Ensure everyone works with the same data

      • Avoid clutter in the media library or website until documents are approved

      • Simplify the onboarding of new products or site visits

      Getting Started

      Each product in Tide follows a customizable lifecycle, such as:

      • Pre-contract

      • Contract

      • Calculation

      • Content

      • Live

      • Archived

      At each stage of this lifecycle, various documents will play crucial roles.

      You can fully adapt this to your organization’s internal processes.

      Example Scenarios

      Preparation for On-Site Evaluation

      When you’re planning to evaluate or visit a product on-site:

      1. Create a basic product shell in Tide

        • Minimum info: name, address

        • Postpone the details regarding accommodations, pricing, and regulations to a later phase.

      2. Assign a lifecycle status like “To Visit”

      This allows you to attach documents right away and securely.

      During a On-Site Evaluation

      • Product managers can use their mobile phone to take photos

      • Upload files directly to the product via the Document Management (DAM) module

      • Files remain internal until explicitly published (they will remain hidden from the website, brochures, or media library until you specifically choose to make them visible.)

      File Management & Roles

      • Edit, replace, or delete files as needed

      • Tag or categorize images for later use

      • Control visibility via roles and permissions

        • Limit document access to specific roles (e.g., marketing, product, operations

      Upload a document (via DAM)

      The add a document to your product, take the following steps

      1. In your product, navigate to the Documents tab
      2. Drag a document or click in the designated area to upload a document to the product.
      3. You can specify the document type to facilitate future processing and organization.