This feature allows you to add documents to a library accessible to users directly from the platform. To do this, you must have the superuser role.
STEP 1
To add documents, go to the Compliance à Documents library menu, then click on the New document button.
Figure 1: Document library menu page under the Compliance menu.
STEP 2
In the window that appears, enter a description of the document, then click on the Click to upload button. Once the document has been attached, it appears in the space below, where you can delete, view or download it.
If your license includes the Division feature, select the division associated with the document. Otherwise, the default field will be used.
Finally, validate the upload by clicking on Save.
Figure 2: Document upload window
STEP 3
Once a document is uploaded, it can be accessed from the Documents Library menu. You can use various filters to refine the list of documents, or search by a keyword. The list of documents in the library can also be exported in Excel format by clicking on Export to Excel.
Figure 3: Document library page with the uploaded file.
STEP 4
Click on the three-dot button (⋯) to access the following options, depending on your profile:
- Preview document: allows you to view the document.
- Download document: allows you to download a version of the document.
- Edit the document information: allows you to modify the description or division associated with the document.
- Delete document: deletes the document from the platform.
The options Edit document information and Delete document are only available to superusers.
Figure 4: Document options menu buttons
NOTES
Please note that this document is only a brief guide. The AlphaCCO support team will be happy to assist you if you require further guidance. Please do not hesitate to contact us at support@alphacco.com