Company documents configuration

This guide will show you how to publish a Company document within your organisation such as policies or guidelines that don't require any tracked acceptance. Access to each document is controlled via Role Management security > Published Documents.

Contents

• Publish a Company document
• Grant access via Role Management
• View Company Documents
• Multi Entity

Publish a Company document

• Go to Company > Configuration > Company Documents Configuration
• A list of files that have already been published will be presented.  The example shows non-contractual policies that don't require formal acceptance:

• Click Insert New Record
• Enter a Document Description and then click on Select Files to locate the file to be used (you can also drag and drop the file over the button)
• Click Update

Grant access via Role Management

• Once the document has been uploaded you will need to make the Published (Company) Document accessible to a user role
   

View Company Documents

• User roles with access will see the document in Company > Company Documents with a View option where the browser can display the file, or Download (with a data-protection acknowledgement) where a copy needs to be saved
   

Multi Entity

• If you have Multi Entity configured, restrictions can be applied to the Company Documents page
• Firstly, the Company Documents Multi Entity page must be made accessible (Write Access) to the relevant User Roles via System Configuration > Role Management > [select User Role] > Pages
• Select the User Role then Pages

• Once the new page is accessible, go to Company > Configuration > Company Documents Configuration and you will see the Multi Entity column where you can apply restrictions as necessary against the relevant Company Document(s)