Knowledge Base

The document library is used for storing documents. Documents can be downloaded or updated at any time. These documents can be attached to emails and can be shared in your parent portal.

To Add a folder, click on the 'Add Folder' button - enter your folder name and click the 'Save' button.

To Edit the folder, click on the folder name and click the 'Edit Folder' button - enter the new name of the folder and click the 'Update' Button. 

To Delete a folder, you will need to remove all the documents from within the folder as you can only delete an empty folder. Once you have deleted or moved all the documents from within the folder, you can click on the folder name and click the 'Edit Folder' button and click the 'Remove' button to delete the folder.

All documents that are uploaded into the system, will display the name f the system user that uploaded the document, the last uploaded date and the size of the document. Any documents that are shared on the parent portal, will have a '*' at the end of the details of the file to easily identify which documents are currently being displayed on the parent portal.

To Add a Document, click on the folder where you would like the document added to and click the 'Add Document' button. You will the be able to either Drop or Attach a file. 

To Download a Document, click on the file that you would like to download, and select the option 'Download'. This will download the file onto your computer.   

To Move a Document to another folder, click on the file that you would like to move and select the option 'Move'. This will open a screen where you can select which folder you would like to move the file to. Select the new folder and click the 'Move' button. 

To Delete a Document, click on the file you would like to delete and select the option 'Delete', you will be asked to confirm that you would like to delete the document and once you confirm the delete, the document will be removed from the folder. 

Documents can be shared on your parent portal through the library. A shared document can be shared to everyone or to a specific group/s only. Once a document is shared a '*' will appear next to the name of the file to indicate it is shared in the parent portal. 

To share a document, select the file and select the option 'Share on Portal'. In the pop-up window, select the group or groups that you would like to be able to see and download the document on their parent portal. As you select each group, it will be added to the list - you can click the 'x' to remove any groups if you need to remove a group from the list. Include an optional comment about the document and tick the 'Share' option then click 'Share'. 

To remove a shared document, select the file and click the 'Share on Portal' button. Untick the 'Share' option and click 'Update' this will then remove the file from the parent portal.