Super User Training Lesson #2 Documents

Video 1: Document Full Table

In the following video we will cover: Access the module icon for documents on the left panel In the Document Drop Down select the Full Table Navigating to the document full table Document Name – Document ID – Document Category – Etc. Understanding the different columns and filters Organize your data columns Select the option to save report Toggl between saved reports Creating Custom Reports In the following video we will cover:

Documents Full Table Recap: Navigating to the document full table Access the module icon for documents on the left panel In the Document Drop Down select the Full Table Understanding the different columns and filters Document Name – Document ID – Document Category – Etc. Creating Custom Reports: Organize your data columns Select the option to save report Toggl between saved reports

Super User Training Lesson #2 Documents

Video 2: Document Category

In the following video we will cover: At a high level a document category is the classification or type of document. When you add a new document into the application you will need to determine what category it is in. What is a document category: Navigate to the Document Full Table Select the button “Manage Categories” Name your category and complete its settings. How to create a new document category: Navigate to the bottom of the new category Click the hyperlink for “Users with editor/access rights” Select your users/groups that should be assigned. How to assign users to a document category: In the following video we will cover:

Document Category Recap: What is a document category It is a classification of a specific set of documents How to create a new document category Navigate to the users full table Select the option for “Manage Categories” Complete all required fields for the new category How to assign users to a document category Navigate to the bottom of the new category settings Select the option for “users with ediot/access rights” Select users/groups from the drop down

Super User Training Lesson #2 Documents

Video 3: Adding a Document

In the following video we will cover: Navigate to the documents full table Click “Add New File” Type the name and select the category Upload the file Adjust the settings Always click “Save” in the top left corner How to add a new document In the following video we will cover:

Adding a document Recap: Navigate to the documents full table Click “Add New File” Type the name and select the category Upload the file Adjust the settings Always click “Save” in the top left corner

Super User Training Lesson #2 Documents

Video 4: Document Draft Review and Approval Workflow

In the following video we will cover: Navigate to a draft document Click “launch draft review” Select the user or group and click “launch workflow / add reviewers” How to launch a draft review process Click “launch approval workflow” Select “add another workflow step” Or click “launch workflow” How to launch an approval workflow Navigate to your dashboard page Click on “Signatures needed” Click “Execute” to sign for your documents How to sign for documents In the following video we will cover:

Document Draft Review/ Approval Workflow Recap: Launch a draft review: Navigate to a draft document Click “launch draft review” Select the user or group and click “launch workflow / add reviewers” Launch an Approval Workflow Click “launch approval workflow” Select “add another workflow step” or “launch workflow” Sign for a document Navigate to your dashboard page Click on “Signatures needed” Click “Execute” to sign for your documents

Super User Training Lesson #2 Documents

Video 5: Custom Fields

In the following video we will cover: Navigate to the system settings Click on the Administration option Click on the Configuration option Click Add new field and complete relevant information How to add a custom field: Navigate to the document full table Click on a document Scroll down below version comments to add or view custom field values How to view a custom field from a document In the following video we will cover:

Custom Fields Recap: How to add a custom field: Navigate to the system settings Click on the Administration option Click on the Configuration option Click Add new field and complete relevant information How to view a custom field from a document Navigate to the document full table Click on a document Scroll down below version comments to add or view custom field values