File Management

File Management

To access a List of Workflows
Steps: Log into the system Go to file management module Under the “Notes” section click on the “Workflow Management” link Scroll down to Workflow Manag...
Thu, 24 Jul, 2025 at 4:23 PM
How to Add Activities to a Workflow
Follow these steps to add activities to a workflow: Log into the system. Locate File Management Module, then under the Notes section, click on the Workfl...
Thu, 24 Jul, 2025 at 4:33 PM
How to add a New Template
 Steps: Log into the system Go to "File Management Module" under "Notes" Click on the "Document Templates" link Click on t...
Wed, 2 Jun, 2021 at 12:13 PM
How to access All Documents
Steps: Log into the system Go to file management module Under the “Notes” section click on the “Document Manager (DMS)” link Scroll down to Document Ma...
Wed, 2 Jun, 2021 at 12:14 PM
How to upload a Document
Uploading documents into a system ensures storage, easy access and keeping everything organized for each respective file. Steps. Log in to the System Go...
Tue, 26 Nov, 2024 at 10:05 AM
How to Generate Documents
Steps: Log into the system Go to File Management module under Notes section click on the Document Manager link  Click on the “Upload Document” at the to...
Wed, 2 Jun, 2021 at 12:15 PM
How to view all the shared Documents (SharePoint Manager)
  Document SharePoint manager (DMS) To use document SharePoint manager, you must have a Microsoft SharePoint account (Often as an Office 365 package) link...
Wed, 2 Jun, 2021 at 12:15 PM
How to Access a List of All Documents in Safe
Document safe management This is used to manage important documents, to limit number of viewers and other users can get to request for a specific document ...
Wed, 2 Jun, 2021 at 12:15 PM
How to Edit File Details
Please follow the below steps: Log into the system Go to the “File Management” module from the main menu. Under the “Maintenance” section, click on ...
Wed, 23 Jul, 2025 at 10:21 AM
How to Register a Safe Document
Steps: Log in to system. Once you are on the dashboard, find and click on the "File Management" module. Under File Management, locate on “Add ...
Tue, 22 Jul, 2025 at 6:33 PM