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Instruction Guide
Uploading Documents to the Library
- Step 1: Navigate to the “Documents” tab.
- Step 2: Choose “Library”.
- Step 3: Click “Add Folder” to create and name the new folder.
- Step 4: Choose the Workplace and Branch or User Group then save.
- Step 5: Open the new folder and click “Add File”.
- Step 6: Click “Choose File” to upload your document.
- Step 7: Select the approving and acknowledging employees.
- Step 8: Add a description in the change note to provide details about the update or upload.
- Step 9: You have the option to set a Reminder by ticking “Enable Repeat Document”.
- Step 10: If ‘Enable Repeat Document’ is ticked, you can now select a due date and frequency.
- Step 11: Click “Save” to store the document.
If the Document Module is not visible in the menu, it means you do not have the required permissions.
Please contact your company’s System Administrator to request access