Updating System Settings

Category: System Settings

From the Console, navigate to System > System Settings Here you can change and update many of the System settings. The following list describes each system setting that can be altered. To apply cha...

Adding a new document or folder

Category: Document Manager

Within the document manager view, you can add new folders or documents at any level except at the root or home level. The folder structure under the home level is considered to be the level at which d...

Managing Type Lists

Category: System Settings

Type lists enable customisation of the system to support customer specific requirements.  The system supports the following type lists: Credential types - enables credentials that can be specified wit...

Editing a Folder or Document

Category: Document Manager

To Edit a folder or document, click on the Edit icon from the Document Manager view. Once here, edit the relevant details for the Folder or Document. For documents: If a new document is being uploaded...

Navigating the document structure

Category: Document Manager

The system uses a hierarchial structure for navigation. To drill down into the lower levels of folders or documents, simply click on the document and folder name. When clicking on the document name, t...

Document Notifications and Read Requests

Category: Document Manager

When adding a new document or when uploading a new version of a document, options exist to notify All Users or a Rights group of users via email. To enable this, simply select All users or tick which ...