Users with the Manage District Settings user permission can manage documents associated with a request. You can provide a blank document to fill out and upload, or a hyperlink to a PDF, Google Form, or similar. It is also possible to associate documents to specific locations and classifications, and require document submission in order to submit requests.
You can customize your view of this page.
To add a document:
Select Admin > Manage Documents. The Manage Documents page appears.
Click + Add Document. The New Document pop-up appears.
Fill in any of the following fields:
Field Description Title Enter a unique title.
Note: The title appears on the request form and request details page under Files. Description Enter a description for your document.
Note: Only admins see the description on the Manage Documents page. Hyperlink Enter a URL to your document.
Note: Requestors will need to upload the form, if required. Attach File... a. Click Attach File.
b. Select the desired file.
c. Click Open.Notes:
- You can upload a PDF, DOC, DOCX, XLS, or XLSX file.
- Requestors will need to upload the form, if required.
Required To require the document be filled out and uploaded before the request is submitted, select the Required checkbox. All Classifications Select which classification(s) you want the document to apply to. All Spaces Select which space(s) you want the document to apply to. - Click Save.
To edit an existing document:
- Select Admin > Manage Documents.
Next to the document you want, do the following:
To... Then... Edit a document
Note: Only admins can edit existing documents. a. Click .
b. Make any desired changes.
c. Click Save.Delete a document
Note: You can only delete a document if it is not required. a. Click . A confirmation pop-up appears.
b. Click Yes.Activate or deactivate a document To activate an inactive document, click .
To deactivate an active document, click.
For a video overview of this feature, please see below:
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