Documents Module How Tos (Primary Suite)
Documents Module How Tos
How To: Access A File's QR Code / URL Link How To: Access A Folder's QR Code / Link How To: A...
Access A File's QR Code / URL Link
To access a QR Code/Link for a file in the Documents Module, open the Document Module Home Page f...
Access A Folder's QR Code / Link
To access a QR Code/Link for a folder in the Documents Module, open the Document Module Home Page...
Acknowledge a Document/File
To acknowledge a document/file, open the Actions Tab on the Review Page in the Documents Module f...
Add Comments to a File
To add a comment to a file that is housed in the Documents Module, open the Documents Home Page f...
Add Tags to a Folder
To add tags to a folder in the Documents Module, open the Documents Home Page from the Main Menu ...
Affirm a Document/File's Suitability
To affirm a document/file for Continued Suitability, open the Actions Tab on the Review Page in t...
Approve a File Submitted for Review
To approve a file that was submitted for approval, open the Actions Tab on the Review Page in the...
Create a New Folder
To create a new folder in the Documents Module, open the Documents Home Page from the Main Menu a...
Create a New Module Level (Documents Module)
To create a new Module Level with customized permissions in the Documents Module, select Module...
Decline Approval of a File Submitted for Review
To decline a file that was submitted for approval, open the Actions Tab on the Review Page in the...
Delete a Folder
To delete a folder in the Documents Module, open the Documents Home Page from the Main Menu and n...
Designate a File is Public
To designate a document/file as Public in the Documents Module, open the Documents Home Page from...
Designate a Folder is Public
To make an existing folder a public folder in the Documents Module, open the Documents Home Page ...
Download a Folder
To download the files contained in a folder in the Documents Module, open the Documents Home Page...
Download all Files Requiring Action
To download all files that require action to your personal device, open the Actions Tab on the Re...
Edit the Title of a Folder
To edit the title of a folder in the Documents Module, open the Documents Home Page from the Main...
Move a File / Folder
To move a file/folder in the Documents Module, open the Documents Home Page from the Main Menu an...
Publish a Document/File
To publish a file submitted for approval and make is visible to others in your organization, go t...
Reject a Document/File and Prevent Publishing
To reject a document/file that has been submitted for publishing and cancel its upload to KAStrac...
Reset the Since Last Review Document List
To reset the Since Last Review Document List, open the Review Page in the Documents Module from t...
Review New File Revisions when Notified
To review new revisions of an existing file in the Documents Module, open the Documents Review Pa...
Search all Documents Updated after a Selected Date
To search all documents uploaded/updated in the Documents Module after a specified date, open the...
Send an Acknowledgment Reminder Alert for a Document/File
To send an acknowledgement reminder alert for a specific document, open the Home Page in the Docu...
Specify Who Should Receive Notifications of New File Revisions
Upload New Documents/Files
To upload a new or revised version of a file in the Documents Module, open the Documents Home Pag...
Upload a Revised Version of an Existing File
To upload a revised version of an existing file in the Documents Module, open the Documents Home ...
View a File's History
To view the history of a file in the Documents Module, open the Home Page in Documents from the M...
View Actions Associated with a Document/File
To view any outstanding actions associated with a document/ or file, open the Documents Home Page...