What should you provide on day one?

Access to the repository, a short “where to find what” map, and the access rights for the role — not a dump of folders.

How can you tell whether it works?

Average time to find a key procedure; number of “do you have the file?” requests in the first week.

A single space, business filters and role-based access rights reduce dependence on personal Drives.

A good test of your document management: a new starter finds what they need without asking three times.

By DocPilot teamMay 10, 20261 min read

Onboarding reveals the real quality of your document management. If the journey starts with “ask Marie”, the repository is not operational.

What should you provide on day one?: Access to the repository, a short “where to find what” map, and the access rights for the role — not a dump of folders.
How can you tell whether it works?: Average time to find a key procedure; number of “do you have the file?” requests in the first week.
What role does DocPilot play?: A single space, business filters and role-based access rights reduce dependence on personal Drives.

A repository ready for new starters

Centralise key procedures and documents in DocPilot before your next onboarding.

Free resource

Download the checklist: 25 points to set up effective contract management.

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