Document repository are created on request from the Logit admin team. Once created the admin super user team can configure the Roles to allow team members to manage, upload to or view only each group type
Getting started
Managing the repository types
Details
Change the name
Allow for comments and likes on the associated documents
Properties
Very similar to form question types, the properties allow you to define a set or requirements for each document associated in the repository, these can then be used to update the document directly of use within
Checks
Records
Calendars
Requests
This becomes very powerful when you want to allow team members to update versions or set time paramanters on the document for review
To add properties
add section
add name
choose if there is a template pre built, example frequency for date population
NB. Instructions are not required at this point
Add the questions required
This will now populate on all documents available in this repositiroy library
Creating folders
Once the repository is set to go its time to add in a range of folders to sub structure the documents
Click, add folder
Enter the name of the folder
Enter the Access Control restriction for this folder
Folders can be assigned to a range of options
EG.
Locations
Departments
User groups
Specfic users
Archived
When an access control is added it will be displayed on the folder or file
Adding and Document or Link
Click add document or add link to upload
Add name
Choose file
Choose is this is a public document or select the Access Control restriction required
Once uploaded the document will pull through properties if set and display the current version number.
The document can now be replaced if required by clicking edit, choosing replace file
Or
Attach the document property to a check or record to update directly from the monitor portal
Once updated, Logit will store the history of changes directly in the document
Publishing Documents
Any user set with access to the document repository library, will no have visibility to the documents directly from the 9 dot icon. If the document is set for a quick link within the form then this can now be added onto the required section on the form builder.
Did you know?
If you want to upload a ZIP file with muliple documents, contact the Logit admin team for a direct import to the folder of choice
you can create an access control called 'Archived' that allows you to archive documents away from user visibility whist keeping the original document in storage for future use.
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