File Management

File Management

To access a List of Workflow Management
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...
Wed, 2 Jun, 2021 at 12:12 PM
How to access a Document Template List
Document templates This enables you to get a sample of a categorized document that has some details of specific documents and to upload them.  Here we are ...
Wed, 2 Jun, 2021 at 12:13 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 Document
Steps: Log into the system Go to "File Management" module under "Notes" click on the "Document Manager" link Click on the ...
Wed, 2 Jun, 2021 at 12:14 PM
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 change File Category/Type
Please follow the below steps: Go to "File Management" module Under "Maintenance", click on "Manage File" Against ever...
Wed, 2 Jun, 2021 at 12:17 PM
How to Register Safe Items
This module enables you to register different documents in the safe. Note that you must select an approver for approvals of the documents when requested. ...
Fri, 19 Nov, 2021 at 11:53 AM