Document Management for Customers, Sites and Users
In this guide we will cover: – How documents can be managed under customer, site and user profiles – Additional Functionality Document Versions Have users upload documents in the portal Note: This differs to managing documents within the documents module, this guide below requires configuring the document management module. For information on this see our […]
SharePoint Integration
In this guide we will cover: – Enabling the SharePoint Module – Connecting SharePoint – Configuring Mappings – Using the Integration Admin Guides: Document Management Related Guides: Document Management Area Document Management for Customers, Sites and Users Enabling the SharePoint Module The SharePoint Integration allows documents to be synced from SharePoint to Halo. This requires […]
Document Management Area
In this guide we will cover: – Turning on and Configuring the Module – Agent Permissions – Documents Area 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 hover to enable the […]
