Documents: Overview

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The Documents module enables you to upload all of your documents in one place and have them stored in a central location. It keeps a history of documents as well as logging reminders of when these may need reviewing.

The Documents module is made up of 3 sections;

  • Summary - Displays a graph of any documents that need attention.
  • View Documents - To view a list of all of your documents, grouped by previously defined categories.
  • Add\Edit documents and categories - Manage all of your required documents and create the categories to group them by.

Permissions

  • Documents Reviewer - Has read only access to download and view documents .
  • Documents Editor - Can also renew documents and create actionable items.
  • Documents Admin - Can create new documents and categories, modify reminders and sign off actionable items.

Further Reading