Use Sidebar LHS to navigate
For global help click here
Document Management
Starting point is to create a Document Folder
Admin > General > Document Folders
Right click on a folder to add a child > enter name and save
Add a new document
Community > Document Management
Enter Summary , Description , select Folder and drop a file on the red box
Note this is where you can see all comments later
Viewing the document in the Portal
Log in as a Host
note that hosts manage documents and are setup as employees
You may require to enter the Client Code
Click on Document Management
List Documents by date range
Put in a date filter to reduce the number returned
Put in a text filter to quickly find documents
Select Document
The document selected will populate up the top
“View document” to view in the browser
“Add comments / feedback” to enter a comment
View all feedback / comments
Displays create user and date and comments
Click to view details
Create or update comment
Action - write - Add notes (summary and text lines)
Can only edit your own comments