Lesson #2: Introduction to Documents

Overview

Lesson #2 will introduce users to the document module. The lesson will focus on getting users comfortable with navigation and document categories. Once a user has a good grasp of these tasks, they should be comfortable finding any document within the full table, customizing the table, and managing document categories.

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Table of Contents

  1. Document Module Navigation
  2. Document Categories

 

Videos

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Note: Document Categories now have Key IDs. When creating a new document category, it will now be required to add a "key" and a "key starting number". Please see the following article for information on how to create a "key" and "key starting number" for your new document category under the section "New Document Category":  Document Key ID and Key Starting Number

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