We're happy to share a recording of the live Global refresher session about Documents that we organized for our clients on January 31, 2024.
Global refreshers are part of our commitment to proactively update you about the latest features and enhancements available on the platform. We are confident that the knowledge gained during these sessions will contribute to our users' success on the platform.
Supporting documentation
See the following articles for detailed information about the topics covered in this refresher:
| Topic | Articles |
|---|---|
| Navigating to Documents | How to navigate to Documents |
| Creating document types | How to create a document type |
| Creating document reminders | How to remind employees of upcoming document expiry dates |
| Uploading required documents |
|
| Uploading general documents | How to upload documents that are not marked as missing |
| Viewing shared documents | |
| Setting up audiences for Documents | "Defining the senior management audience" in (Tutorial) Creating a folder for your organization documents |
| Sharing documents |
For employees: For platform admins: |
| Creating a default folder structure |
For a complete walkthrough of working with Documents, see:
These articles will help you understand features of Documents and your capabilities on the platform based on your job function.
Queries and requests
For additional information, queries, and requests, you can contact your account manager, submit a request, or send us an email.
We thank you for your continued support!
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