1. Super User Training Lesson #2 Documents

2. Video 1: Document Full Table

3. In the following video we will cover:
Access the module icon for documents on the left panel
In the Document Drop Down select the Full Table
Navigating to the document full table
Document Name – Document ID – Document Category – Etc.
Understanding the different columns and filters
Organize your data columns
Select the option to save report
Toggl between saved reports
Creating Custom Reports
In the following video we will cover:

4. Documents Full Table Recap:
Navigating to the document full table
Access the module icon for documents on the left panel
In the Document Drop Down select the Full Table
Understanding the different columns and filters
Document Name – Document ID – Document Category – Etc.
Creating Custom Reports:
Organize your data columns
Select the option to save report
Toggl between saved reports

5. Super User Training Lesson #2 Documents

6. Video 2: Document Category

7. In the following video we will cover:
At a high level a document category is the classification or type of document. When you add a new document into the application you will need to determine what category it is in.
What is a document category:
Navigate to the Document Full Table
Select the button “Manage Categories”
Name your category and complete its settings.
How to create a new document category:
Navigate to the bottom of the new category
Click the hyperlink for “Users with editor/access rights”
Select your users/groups that should be assigned.
How to assign users to a document category:
In the following video we will cover:

8. Document Category Recap:
What is a document category
It is a classification of a specific set of documents
How to create a new document category
Navigate to the users full table
Select the option for “Manage Categories”
Complete all required fields for the new category
How to assign users to a document category
Navigate to the bottom of the new category settings
Select the option for “users with ediot/access rights”
Select users/groups from the drop down

9. Super User Training Lesson #2 Documents

10. Video 3: Adding a Document

11. In the following video we will cover:
Navigate to the documents full table
Click “Add New File”
Type the name and select the category
Upload the file
Adjust the settings
Always click “Save” in the top left corner
How to add a new document
In the following video we will cover:

12. Adding a document Recap:
Navigate to the documents full table
Click “Add New File”
Type the name and select the category
Upload the file
Adjust the settings
Always click “Save” in the top left corner

13. Super User Training Lesson #2 Documents

14. Video 4: Document Draft Review and Approval Workflow

15. In the following video we will cover:
Navigate to a draft document
Click “launch draft review”
Select the user or group and click “launch workflow / add reviewers”
How to launch a draft review process
Click “launch approval workflow”
Select “add another workflow step”
Or click “launch workflow”
How to launch an approval workflow
Navigate to your dashboard page
Click on “Signatures needed”
Click “Execute” to sign for your documents
How to sign for documents
In the following video we will cover:

16. Document Draft Review/ Approval Workflow Recap:
Launch a draft review:
Navigate to a draft document
Click “launch draft review”
Select the user or group and click “launch workflow / add reviewers”
Launch an Approval Workflow
Click “launch approval workflow”
Select “add another workflow step” or “launch workflow”
Sign for a document
Navigate to your dashboard page
Click on “Signatures needed”
Click “Execute” to sign for your documents

17. Super User Training Lesson #2 Documents

18. Video 5: Custom Fields

19. In the following video we will cover:
Navigate to the system settings
Click on the Administration option
Click on the Configuration option
Click Add new field and complete relevant information
How to add a custom field:
Navigate to the document full table
Click on a document
Scroll down below version comments to add or view custom field values
How to view a custom field from a document
In the following video we will cover:

20. Custom Fields Recap: How to add a custom field:
Navigate to the system settings
Click on the Administration option
Click on the Configuration option
Click Add new field and complete relevant information
How to view a custom field from a document
Navigate to the document full table
Click on a document
Scroll down below version comments to add or view custom field values