How to use the Organiser

This tool enables you to group and store documents and contacts together through the use of Zones

Setting up and Editing the data

This can be done by anyone with the relevant head office permission.

To start you need to create a Zone. You can have multiple zones and they can be categorised to suit your business. For example, a Zone might be a subject, for example you may want to create a Zone called Food and add all your documents, supplier contact details, chef contact details etc. You may then choose to have others called Drink, Housekeeping etc

Alternatively you may wish to create a Head Office Zone, sector specific Zones such as B&I and Schools, regional Zones etc. 

To create a new Zone, click Add New Zone

Give your Zone a name, assign it a colour and click Submit

You will then be able to add information to your Zone

Files

To upload a new file click the Upload button

Give the file a name, eg Christmas menu template 1 and a version number, this pre-populates when you first upload a document.

Choose your files and submit

To update a new version of the file, click on the file name and you can submit a new version. You can view version history and also delete a file this way if required.

Contacts

Click to add a contact. You can either pull through a contact you may have set up in the old Contacts page or create a new contact.

Viewing the data

Click on the Zone you want to access

You will see the names of any files which have been uploaded, if you click on the file name you will see a thumbnail - a small image - of the file. This is to help you decide if this is the file you want to downoad.

You can either click Download Latest or click on Versions to download any old versions of the file.

Under the Contacts heading, you will see the contacts added to this Zone.

To change Zones, simply click on another one to view it.