Your file management may contain default folders that Tablecloth has set up for you.
You can download all files you see in your filing system by clicking the download icon on each file record.
Here’s a list of what your Standard Folders might look like:
- Onboarding Materials
- Here you’ll find any documents that were shared with you during your Tablecloth onboarding. Reference this folder when you need a refresher on what Tablecloth is all about!
- Templates and Guides
- The templates and guidelines for your data uploads will live here for your reference (does not apply for Base ESG).
- Surveys
- Copies of all your surveys will live here. Often we draft surveys as docs to share before committing them as live surveys in the system.
- Timelines
- Created by your client relationship manager, a high level overview of your tasks and due dates will live here (does not apply for Base ESG).
- Policies
- If you have any company policy documents that you’d like to share with us, leave them here (does not apply for Base ESG).
- Action Plans
- After your dashboards and companion pieces are delivered, we’ll work with your company to develop and track action plans to keep you on track (does not apply for Base ESG).