How to use the Manage Shared Documents page

In this guide, we will show you how to use the Manage Shared Documents page within the Administration Module.

This can be used to created Shared Documents which staff are able to access through their Staff records.

Pre-requisites: An understanding of the HR Module and Staff records is advisable.

Access: The minimum permission required to access the Manage Shared Documents page is found in the Administration Module of Config>Setup>Roles & Permissions.

See also: How to use the Manage CPD Activities page.

To begin, go to Modules>Administration>Manage Share Documents.

Any previously created Shared Documents will be visible on the page.

Press New to begin creating a new one.

This will open the Add Document screen where you need to enter a Title and Description. You can then add a file from your PC and press Save.

The Shared Document will then be visible on the page. From there, you can press Assign.

This allows you to assign Staff Member(s) or Staff Units to the Shared Document.

The Document will now be accessible/visible in the Documents area of the selected Staff Member’s records.

Updated on December 14, 2022

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