Feature Requests

Summary:
Add a customizable side menu in LendingWise to serve as a centralized hub where users can store and organize company resources such as playbooks, guidelines, SOPs, and other documents. Inspired by platforms like Notion and ClickUp, this feature would enhance internal organization and accessibility.

Description:
This feature would create a user-friendly side menu within LendingWise, allowing users to create, manage, and access folders and documents. The goal is to make it easy for teams to organize and locate critical company resources, tailored to their specific workflows.

Key Functionalities:

Customizable Folder Structure:

Allow users to create and organize folders and subfolders to categorize resources (e.g., "SOPs," "Guidelines," "Marketing Materials").
Drag-and-drop functionality for easy rearrangement.
Rich Document Editor:

Provide an in-platform editor for creating and editing documents with features like text formatting, bullet points, tables, and embedded media.
Support for attachments such as PDFs, images, and links to external resources.
Access Control:

Enable permission settings to control access to folders and documents (e.g., admin-only, team-specific, or public for all users).
Search and Tagging:

Add a robust search feature for quickly finding documents by title, keywords, or tags.
Allow users to tag documents for easy filtering and categorization.
Favorites and Quick Access:

Include a section for "Favorite" or frequently accessed documents for one-click access.
Provide a "Recently Viewed" section for convenience.
Collaborative Features:

Allow commenting and version history for team collaboration on documents.
Notify users of updates to critical resources, such as updated SOPs.
Templates and Resource Libraries:

Offer pre-built templates for common resources like playbooks, SOPs, or onboarding guides.
Allow companies to save and share their own templates within the platform.
Integration with Other Features:

Link resources directly to relevant pipeline stages or borrower files for contextual access (e.g., "Loan Underwriting Guidelines" attached to underwriting stages).
Why This Is Valuable:

Improved Organization: Centralizes critical company resources, making them easy to access for all team members.
Efficiency: Saves time spent searching for or requesting documents, boosting productivity.
Team Alignment: Ensures everyone has access to up-to-date, standardized resources, fostering consistency across the organization.
Scalability: Accommodates the needs of growing teams with flexible and customizable document management.