Managing Document Library

Introduction

This guide shows how to manage your document library.

Assumptions

Headlines will be viewed across the Outlets

Where to find this

Click Head Office > Content > Documents  

Step-by-Step guide

Step 1. Document Library Setup

To create a new document folder click on Manage Document Folders then click +add

Enter a folder name then click add folder

Step 2. Section set up

To set up a section or subsection within your folder, click Manage Document Sections

Select either Add Section or Add Sub-Section

Enter a name for the section you wish to add to and click on Add Section/ Sub Section

Step 3.  Document Library Document Upload

Once you have set up folders, sections and sub sections you will be able to add documents.

Click on +add under the Document Library

 Select the section and sub section, enter the document title and type and then locate your file by browsing your local machine.

 Once you have located the desired file, click on Upload and, once complete, the document will be available to view from the Document library on your home page 

The Marketing library can be used in a similar way to the Document Library:

• To add documents to the Marketing Section of the Intranet, click on Content and then select Marketing
• Follow the instructions marked out above, ensuring you are working within the Marketing tab.
  
  

Step 4.  Setting Document Permissions

It is possible to restrict access to certain documents for certain users in IndiCater.

• To access the document permission, click on User Access and then select Documents
• Select the folder you wish to set permissions for from the list
• Place a tick in the box on the user or users you want to give access to – the options are all Head Office Users, individual Head Office users, all Outlet Managers and individual Outlet users
• To complete this action, select  Set Permissions       
     
               

Contacts Directory Adding Contacts

To add contacts to your directory, click on Content and then select Contacts         

To add a new contact, click on +add

Populate all the information for the contact into the record. 

 If the contact is part of your group contacts, leave the outlet section as n/a but if the contact is a member of one of your outlets, select the outlet he / she belongs to.

Click on Add Contact 

To edit contacts, click on the Contact name and to delete contacts click on the red cross

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