You can delete, download, or require staff to read documents uploaded to the Document Manager. You can also sort or change how many documents are displayed at a time.
Important
Make sure you’re on the Document Manager screen by selecting the Account icon > Document Manager on the toolbar.
Track required documents
To require staff members to read a document, select (a) Require Read in the Actions column. Required Read documents have the YES indicator (b) and shows how many staff have read (c) and not read it (d) in the Not Read column. Not Applicable appears for optional documents.
Image 1. Tracking required documents.
To check who has read or not read a required document, select the Read (c) or Not Read (d) indicator. A pop-up box will appear showing the names of staff members who've read the document, how many times they opened it, and when they last read it.
Delete documents
To delete a document, select Remove Document in the Actions column.
Find documents
The Search feature lets you locate existing documents, as well as check if a document was successfully uploaded.
- Enter a keyword in the Search bar, such as the document’s file name.
- The documents containing the keyword will appear in the Documents table as you type.
Tip
You can also find documents by file type. Enter a file type in the Search bar, and the table will show documents with the same or similar file types.
Image 2. Find documents by file type.
Sort documents
The Documents table is sorted by Document Name in ascending order by default. You can also sort the table by Required Read, Not Read, and Actions.
Select a column header twice to sort the table in descending or ascending order.
Show more documents
The Documents table shows a list of 10 documents by default. You can increase the number of documents by selecting 25, 50, or 100 from the Show entries dropdown.