Create Documents

1. On the left navigation menu, click Documents.
2. Mouse over the menu option and click Add Documents.
3. Enter the necessary details:
   • Details: title and description of the set of documents.
   • Values: tie in your org context.
   • Drivers: tie in your org context.
   • KRA: tie in your org context.
   • Unit: make this set of documents exclusive for specific groups or units.
   • Tools: Upload files.
4. Click Save.

Access Documents

1. On the left navigation menu, click Documents.
2. Click on a document name to view the full list of documents.

Tabs

• All: Displays every set of documents created.
• Archive: Displays every set of documents that have been archived. When a set of documents is archived, members cannot view or access it. To make a set of documents active again, click Restore under the "Actions" column.

Edit a Set of Documents

1. On the Documents page, under "Actions" column, click Edit.
2. Make the necessary edits > go to step 6 and click Update to save changes.

Manage Access to Documents

1. On the Documents page, under "Actions" column, click Edit.
2. To give access, click Units tab on the left and select a unit using the search field or view and select from “unit complete list”.
3. To remove team access, click the  button.
4. Go to step 6 and click Update to save changes.

To remove individual access, the individual or member will first need to be removed from the team.