Documents
Articles on how Documents module works and can be configured
10 articles
0. Documents Feature - Pilot User Guide DirectoryWelcome to the Documents Feature Pilot!
6. Using People Document RegisterFor: Center Managers, Admins, and Compliance Officers
1. Understanding Document Types - Overview & SettingsFor: Admin/Super Users
2. Creating Document Types - Step-by-Step GuideFor: Admin/Super Users
3. Setting Up Expiry Settings & NotificationsFor: Admin/Super Users
5. Using 'My Documents'For: Educators, Staff, and All Team Members
7. Using Center/Service Document RegisterFor: Center/Service Directors, Admins, and Compliance Officers
8. Understanding Document Statuses - Completion & ExpiryFor: All Users - Admins, Center Directors, Educators, and Staff
9. What's Coming Next - Upcoming Documents FeaturesFor: All Users - Preview of Future Enhancements
4. Grant Access to Your TeamFor: Admin/Super Users