Welcome to the “Document Management” support page. This page is intended for both portal admins and members, and here we are going highlight some of the things you can do as an admin to get the most out of the documents section, as well as providing context for some of the features.
The documents section is a great way of managing and sharing files between members of your business.
If you need a little help getting to grips with how the documents section works on SI Cloud, check out the video below or read through some of the tips below. The video below gives an introduction to document section and shows it from the perspective of a member.
Documents table – By default his shows all the documents for your company portal in a table, apart from qualifications and incident evidence. From this table you can view details about the document and perform action on them like downloading a copy or deleting the document.
Searching & filtering – We can narrow down the documents that appear in the table by using the fields above like “Document Type”. Once we have selected the document type we wish to search by we can click search. If any documents of that type are stored in SI Cloud they will appear in the table. We can do the same with other search fields.
Member – This is the individual the document is associated with. It is important to associate private documents with the correct member otherwise they won’t be able to access them.
Public & Private – This tells us who can see and download the document within the documents section. If a document is private that means only the member it is associated with and portal admins can access it. While public documents can be seen by all members of your organisation, this is useful for sharing general information like training manuals etc.
Above is an admins view of the documents section for a “dummy” company portal.
If you’re a portal admin and you would like to add a new document, checkout the video below on how to create a new document type and then upload a new document for your SI Cloud portal. Or you can follow the step by step guide below.
How to create a new document type & add a document, if you’d just like to create a document jump straight to step 5.
Step by Step Guide: