New Feature Alert! Document Hub

Cyndi Arnold Avatar

Written by Cyndi Arnold

Updated on Jul 15, 2026

New Feature Alert! Document Hub

Overview

The Document Hub is a centralized location in Wastebits where you can view, search, filter, and manage all documents across your portal, including files attached to Waste Streams, Manifests, Forms, Sites, and Companies, as well as portal-wide shared library documents.

Access the Document Hub by clicking Documents in the left-side navigation menu.

1. Tabs Overview

The Document Hub is organized into four tabs:

  • All Documents - A complete view of every document you have permission to see across all entities in your portal
  • Shared Library - Portal-wide documents not tied to any specific record (safety manuals, SOPs, contracts, pricing sheets, etc.)
  • Browse - Navigate documents using a folder-style tree organized by entity type

  • Recently Viewed - Quick access to documents you have recently downloaded or viewed source

     

2. All Documents Tab

The All Documents tab displays every document in your portal in a card grid view. Each document card shows:

  • File name and type
  • Entity the document is attached to (e.g., Waste Stream, Manifest, Company)
  • File size
  • Upload date
  • Scope badge (Public, Library, Billing, Scan, Private)
  • Any tags applied to the document

Searching and Filtering

Use the filter bar at the top of the page to narrow results:

  • Search - Filter by file name keyword
  • Entity - Filter by entity type (Waste Stream, Manifest, Form, Site, Company)
  • File - Filter by file extension (PDF, DOCX, PNG, etc.)
  • Date Range - Filter by upload date
  • Tags - Filter by any tag applied to a document

Document Actions

From the (...) menu on any document card, you can download the file or navigate directly to the record it is attached to. You can also add or remove tags directly from the card.

3. Browse Tab

The Browse tab provides the same document card grid with an added folder tree panel on the left side. Use the tree to navigate documents by entity type:

  • Companies
  • Sites
  • Waste Streams
  • Manifests
  • Forms
  • Shared Library

Clicking a folder automatically filters the document grid to that entity type. 

4. Shared Library Tab

The Shared Library contains portal-level documents that are not attached to any specific record. This is a good place to store documents your whole team needs access to, such as regulatory guidelines, internal SOPs, or template forms.

Uploading to the Shared Library

  1. Navigate to the Shared Library tab.
  2. Click the Upload button.
  3. Select your file from the file picker.
  4. The file will upload and appear in the library.

Note: Upload and delete access in the Shared Library is controlled by user permissions. Not all users will see these controls.

Deleting a Shared Library Document

  1. Locate the document you want to remove.
  2. Click the (...) menu on the document card.
  3. Select Delete and confirm in the dialog.

5. Recently Viewed Tab

The Recently Viewed tab tracks the last 50 documents you have interacted with during your session. A document is recorded as viewed when you click Download or View Source on any document card.

You also have the ability to Clear your Recently Viewed History by clicking on the Clear History button in the top right corner. 

7. Who Can Help?

If you need assistance with the Document Hub or document management within Wastebits, contact:

Wastebits Support
help@wastebits.com
(844) 724-0200

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