A Document entry can contain document attachments which can be viewed by all employees or employees with specific roles. From this screen you can add, edit and delete Document entries.

Creating Document entries

To create a Document entry, navigate to Admin > Documents > Manage Documents, Click on “Add” and fill in the necessary fields using the information below

  • Document Name: This is the unique name for the Document entry
  • Description: A detailed description of the Document entry
  • Category: This is the document category by which the document entry will be grouped
  • Targeted roles: This determines whether all employees will have access to the document or just employees with selected roles. Select “All” to make the document available to all employees, otherwise select “Selected” and the tick all the relevant roles.
  • Targeted Job Titles: This determines whether all employees will have access to the document or just employees with selected Job Titles. Select “All” to make the document available to all employees, otherwise select “Selected” and the tick all the relevant job titles.
  • Save Button: Click this button to save changes.
  • Cancel Button: Click this button to cancel changes.
  • Publish Button: Click this button to publish the document so that it can be seen by employees. Note: Documents are marked as “unpublished” by default when created and will not be viewable by employees until it is published.
  • Archive Button: Click this button to mark the document as archived. It will still be viewable by employees but only by searching for “Archived” documents.
Editing Document

To edit a Document entry navigate to Admin > Documents > Manage Document. Click on a Document entry and change the information as required (See Creating Document entries). When done, click the “Save” button to save changes or the “Cancel” button to discard changes.

Deleting Document entries

To delete a Document entry, navigate to Admin > Documents > Manage Document. Select the checkbox beside the Document Category entry(s) you want to delete and the click the “Delete” button.