Document Management for Customers, Sites and Users
In this guide we will cover: – What is Organisation/Customer, Site and User Document Management? – Managing Documents Under Organisation/Customer, Site and User profiles – Additional Functionality Document Versions Have users upload documents in the portal Note: The functionality outlined in this guide differs to managing documents within the documents module, this guide below requires […]
Document Management Area
In this guide we will cover: – Turning on and Configuring the Module – Agent Permissions – Documents Area – Folder Access Control Turning on and Configuring the Module Halo has a dedicated area for document management. Here you can create folders, upload new documents, and manage versions of documents. First head into Configuration and […]