The portal provides you with various options for managing its repository of documents. To manage documents:
- Select the “MY DOCUMENTS” tab:
- Click the “VIEW DETAILS” button:
- If you only wish to change the title or other descriptors in the system, do so on this page:
- After you are finished editing, click the “SAVE” button:
- Alternatively, the “FILE VERSIONS” tab allows you to upload a new version of a document by clicking the “ADD A FILE” button to choose a document from your computer.
- After you have uploaded a new version of the document, you will be able to see and download both the new and old versions:
- You can also turn the previous version of the document into the current version by clicking the “MAKE CURRENT” button:
- In the “TASKS” tab you can create a new task and assign it to a user by clicking the “CREATE TASK” button:
- The task will now appear here:
Documents uploaded to this area can be attached to survey responses and some surveys questions might even require it.