Overview


The Document management feature under "EMS admin" drop-down, allows admins to upload and share their agency administrative documents, agreements, training documents, and checklists.



Video tutorial: 




Let's see how this feature works, step by step: 



ADDING DOCUMENT :




1.  On the upper right-hand corner, click on the " add new document" button. 




2.    Now on the "upload document" window, drag and drop the file that you wish to add. (You may also click on the box to          open an explorer window, navigate to your file, and then select it for uploading.) 





3. Enter the name of the document under "File name".   (If the file you are uploading has a name already then the name will auto-populate under the file name field. 


4.  Under the "Access Control" drop-down, you will two selections: 


  •     Restricted:  This will restrict access to the document only to admins. Other agency members will not be able to            view the document on their accounts.
  •     Agency only:  This allows all the agency members to access the document that was added. ( This is used when             sharing administrative documents training guides, agreements, etc with other members of the agency. 


5.  Click on save to "save" the document.




MANAGING DOCUMENTS: 



All the documents that are uploaded by the admin will be displayed in the manage document section.  



Let's see the columns available under the "Manage document" page. 



  1.  Action:               This column will allow the admin to edit, download or delete  
  2. Filename:            In this column, you will see the name of the file.
  3.  Upload date:     This column will show the date, the file was uploaded. 
  4. Uploaded date:  This column will show the date and time when the file was uploaded. 
  5. Uploaded by:     This column will show the name of the user, who uploaded the file.
  6. Access control:  This column will show the access level of the document.
  7. File size:              This column will show the file size.