Documents Beginners Guide

Documents Overview

Select Documents from the menu on the left to open the Documents center.

Search

Search documents using the search bar in the top right

New Documents and Folders

Select New Folder in the top left to create a new folder. Select New Document to upload a new document.

Organization and View Options

Select the four square icon on the top eight to view folders and documents in a grid, and the list to view as a list.

Use the four way arrow icon on folders and documents to move the position of the folder or document.

View Folders and Documents

Select the Eye icon on a folder or document to view that item.

Delete Folders or Documents

Select the Trash icon to delete a folder or document.

View Folders or Documents

View Folder

To view a Folder, select the Eye icon in the top right or on the far right depending on the view mode. This will open the folder.

View Documents

To view a Document, select the Eye icon in the top right or on the far right depending on the view mode. This will open the document details.

Document Details

Document Information

Each document will list the following details:

• Date
• Title
• Reference Number
• File Name
• Person who uploaded the file
• Document ID
• Document Type
• Version
• Location the document is stored in
• Number of pages in the document
• Keywords
• Description of the file

Document Actions

Edit this document by selecting this pencil in the top right

Select Print in the bottom right to print a copy of this document

Select Open Document in the bottom right to download a copy of the document

Add or Edit Documents

Add New Document

To add a new Document, select Add Document from the area you would like to save the document.

Edit Document

To edit a document, select the pencil icon on the documents details page.

Document Details

For each document, input the following details:

• Title for document (this is what will be displayed in the document center)
• Reference number
• Document Type
• Version of the document
• Page count
• Keywords for searching
• A description

At the bottom of the box you can upload a file by selecting Upload File. Select Update or Create to save this document and Cancel to cancel the upload.

Duplicate Document

Duplicate Documents by selecting the overlapping squares

Choose Save Location

After choosing to duplicate a document, navigate to where you would like this document saved.