Documentation Manual
< All Topics<
Print

Documents

.

How to Access:

.

Scroll Down the Sidebar, and go to Dashboard>Documents.
You land on the documents overview page.

Screenshot (116)

                                                     Figure 01.

On this page, you will find :

.

Policies
Other documents

.

Policies:

.

Policies overview page has several elements,
Offices: Concerned office name.
Title: title/subject of the document.
Description: Additional details about the document.
Attachment: Attached relevant file.

.

Manage policies:

.

You can edit and delete the form by this option.

Edit: if you want to modify/edit the form. Click on this button

The following form will pop up.

.

Screenshot (117)

                                                    Figure 02.

What is in the form:

.

Offices
Title
Description
Attachment

.

If you want to modify/edit any detail, click on that bar, change and for saving changes click on the update button.

Cancel: if you want to cancel, click on the cancel button.

.

.

Show Entries: It helps you to see the total number of document entries you want to be displayed on your overview page such as 10, 20, etc.

.

Page Carousel: Helps to display the number of pages for the total number of documents it holds.

Search Console: To look for the document using the name of the office, Title, or with description of the document.

.

How to Create New Document:

Click on create
The following page pops up.

Screenshot (118)

                                                  Figure 03.

What is in the Form:

.

Offices: Enter office name.

Title: Add title of the document.

Description: Add additional information to the document.

Attachment: Attach the required document.

Create: If you want to create, click on the create button.

Cancel: If you want to cancel, click on the cancel button.

.

Other Documents:

.

Click on other documents, you will be displayed on the following page.

.

Screenshot (119)

                                                     Figure 04.

It has the following elements:

.

Name Name of Employee.

Role: Role of Employee.

Description: Additional information regarding the document.

Manage: Click on the manage button to edit, view details, and delete documents.

.

How to create New Document:

Click on create.
The following form pops up.

.

Screenshot (120)

                                                 Figure 05.

What is in the Form:

.

Name Enter the name of the Employee.

Attachment: Attach relevant document.

Role: Add the role of Employee.

Description: Enter additional information in the document.

Create: If you want to create, click on create.

Cancel: If you want to cancel, click on cancel.

.

Content