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!
- 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
- 4. Grant Access to Your TeamFor: Admin/Super Users
- 5. Using 'My Documents'For: Educators, Staff, and All Team Members
- 6. Using People Document RegisterFor: Center Managers, Admins, and Compliance Officers
- 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