Documents

Documents

The Documents screen allows you to store team files accessible by your members. Each "Document" on this screen can be one or a collection of files - so, for example, one entry above could be a complete collection of files for a single training class or all the files related to your team's Policies and Procedures grouped together. A "Document" can also be an "in place" edited document, using a built-in editor, or a combination of all.

Groups of files can be stored under a single document and then downloaded as a single .Zip file.

Document permissions can be set for viewing and editing. This permission can be set by owner, unit, or even individual Team Member.

A built-in text editor can also be used to create documents right on-line as if the user was using a document editor.

Documents can be stored in folders created on the Documents screen.

Too add a new collection of documents:

1. Go to the Documents Screen

2. Press the Add New Document(s) button on the lower left

3. Fill in the Document(s) Summary field

4. Use the Add File(s) button or Drag and Drop files from your computer onto the Files section

5. Press the Save New Document(s) button in the lower left to save the new documents