Store and distribute your key files, policies and documents to your users with the Document Library. Simply upload your files, add a description and assign the files to a category and your user groups.
Adding a Categor
1. Click on the ‘Categories’ tab
2. Click ‘Add categor
3. Add a category title
4. Add a description
5. Click ‘Save’
Adding a Document
1. Click on the ‘Documents’ tab
2. Click ‘Add document’
3. Add a document name
4. Click ‘Choose File’ and upload the relevant file from your hard drive
5. Add a description
6. Click to add a category
7. Add a publish and removal date. This is ideal for when contracts are running out. To avoid document overlap set the publish date to when the old contract has expired.
8. Set the file status. Active: Document is live and can be downloaded from the platform. Disabled: Document is hidden from users.
9. Assign the link to the relevant group(s)
10. Click ‘Save’
Document Library Actions
1. Click on the ‘Documents’ tab
Documents action buttons allow you to:
· Edit the document
· Download the document
· Delete the documen