This page allows managers to upload a file, send it to their employees, sign and download a document.

What's new? 

November Release

We've overhauled our existing document management facility to make it much easier to use, much more aesthetically pleasing and enhancing the functionality.

 

How to create a folder?

On the dashboard, click on Management > Documents where will direct you to the Document Library.

1. To create a folder, simply click on the New Folder button.

2. A panel will appear on the left side of the page:

• Label the folder's name on the red line
• Choose a folder where you would like the new folder to be saved
• Click the Save button to save the folder

3. The new folder will now be saved and will appear under Your Files

• Double-click on the folder to open and browse any files.
• Inside a folder, you are able to upload a file, sign, download and send a file to employees.

How do I move a folder to a different existing folder?

1. To move a folder to another folder, simply click on the folder under Your Files, then click More option

2. A move panel will be displayed:

• Select the new Folder where you would like it located

• Click the Move button upon selecting the new location

How do I delete a folder?

1. To delete a folder, simply click on the folder then click More option

 

2. A modal should be displayed, click the Delete link

• Please note that when deleting a folder, it will delete all the files and folders inside that folder as well.

 

How to upload a file?

1. To upload a file, click on Upload File button

• You can either Browse a file using the Browse files button or;
• Drag and Drop a file 

2. Upon uploading a file, the file should be successfully uploaded and displayed under Your Files

• Note: You can only upload or Drag and Drop a file one at a time 

How do I sign a file?

1. To sign a file, simply click on an existing file;

• Options should then appear above:
  • Sign, Send, Download, More - in this case, we will use the Sign option
• A sign panel should then appear 
  • Tick the "I agree to the above" checkbox
  • Draw your signature on the signature line
  • Click the Submit button

2. Upon submitting your signature, file should be signed successfully.

• Click the Got it button

3. To check if the file was signed successfully, click on the file again then click on the Sign 

• Date and Time of Last Signed should be displayed

 

How do I send a file to employees?

1. To send a file to an employee, simply click on the file you would like to send.

• Options should then appear above:
  • Sign, Send, Download, More - in this case, we will use the Send option
• You should be able to send a file to a single employee, group of employees or a whole location
  • Please note if you send a file to a group of employees or a whole location, sending the file might take a while. 
  • Please do not close or refresh the page while the file is sending as that will stop the action.

2. In the To textfield, search for the name of employees;

• A dropdown list should be displayed:
  • Select the name of the employee/s
  • If the Request Signed Acknowledgement checkbox is ticked, this will require the employees to sign the document.

• If you select a whole location:
  • The file will be sent to all employees under that location
  • Location should have a house icon

• If you select an access or a custom permission group access:
  
  • The file will be sent to all employees with that access
  • Access or Custom permission group access should have a person icon

3.Click the Send button to send the file

• Upon hitting the Send button, please wait until the loading screen is gone to avoid interrupting the action.

• Employees should receive an email notification that they have been invited to view and or sign a document.

 

How do I download a file?

1. To download file, simple click the file you would like to download then click the Download link option 

• File should be downloaded automatically.
  • If file was not downloaded, please kindly ensure that your browser's setting for Automatic Download is turned on. 

 

How do I move a file to a different folder?

1. To move a file to another folder, simply click on the file then click More option

2. A move panel should be displayed:

• Select a different folder then click Move button

How do I check who have access to a file?

1. To check who has access to a file, simply click the More option

 

2. Under Accessible By: you should be able to see who have access to a file

How do I add an employee, location, or access to have an access to a file?

1.Click the + button

• Under 'Accessible By' you will see a drop down with a list of permission levels/employees/location.
  • Select the desired Permission level, whether it be that you would like all staff with Manager access to view the document or all staff with Employee access.

2. A dropdown list should be displayed:

• Select the name of the employee/s
• If you select a whole location:
  • The file will be sent to all employees under that location
  • Location should have a house icon

• If you select an access or a custom permission group access:
  
  • The file will be sent to all employees with that access
  • Access or Custom permission group access should have a person icon

3. Click the Save button

How do I remove an employee, location, or access from a file?

1. Click the - button then click the Save button 

 

 

How do I delete a file?

 1. To delete a file, simply click on the file then click More option

 

2. Click the Yes, delete button.