Step 1: Navigate to the 'Document Manager' screen by selecting the Documents menu icon at the top of the screen and selecting 'Documents'.
Step 2: Once on the Document Manager screen, select the building you wish to add a document to but using the organisational tree-view structure on the left of the screen, and click on ‘Add New Document’.
Step 3: On the next screen click the ‘Browse’ button and select the document you wish to add, next provide a description of the document and click ‘Save’. The tag(s) can be assigned afterwards.
Step 4: Next select the ‘Manage Tags’ button, select the ‘Add new record’ button, and insert the required tag, for example Supplier Info/EU Permit, then click ‘Insert’ and ‘Close’ at the bottom of the pop-up box. A tag allows the user to search quickly for the document using the tag in the search bar.
Step 5: To assign the tag to a certain document select the document you wish to edit and select on ‘Edit Document’ button above the documents table. Next, assign the tag by ticking the appropriate tag beside ‘Assign tags’ and click ‘Save’. Using the ‘Edit Document’ button you can also change the organisational node the document is attached to, and edit the name and description of the document. Click ‘Save’ when finished.
Step 6: There is also the option to delete and download the documents on the Document Manager screen, see 'Download Document' and 'Delete Document' in the top toolbar.