Staff Documents

You can add documents to the the Staff record, and categorise them accordingly.

Configuring Document Categories

Document categories are configured in Standard Values in the General Values panel under Document Categories.

Once in the Document Categories are click Add Category to add a new category. Choose a suitable name and click Save.

Clicking the Notepad icon next to a category enables you to change the name, or Remove the category. 

Note that removing a category does not delete the category from the system. Clicking Show/Hide Deleted will show or hide those categories that have been removed.  You can then restore them by clicking the recycle icon if required.

Viewing Documents for a Staff Member

From the Staff record choose the Documents option in the right hand panel.

There are four tabs to view documents

• Live - shows live documents
• Archive - shows archived documents

In the Live and Archive tabs you can filter the document list down by Category. The offered list will only show Categories that have been used to categorise documents.

Clicking the pen icon next to a document will give you the choice to 

• View File
• Download File
• Change Title/Category
• Remove File
• Archive File
• Make Folder Link

Adding a Document to a Staff Record

To add a document click Add Document (or Add Multiple Documents)

Click Choose File and navigate to the file's location. Give a suitable Title for the document and choose a Category if required.

You can also tick the option All Can Access to make this file available to all Databridge users. Or you can specify which Security Groups are allowed to access this document by adding ticks accordingly in the Security Group list.

Click Save to add the document.

Note that Add Folder Link is only available to customers who host their own Databridge installation