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Public Files and Folders, and the Logged Out Documents Experience

Documents Module Documents: Introduction

When a file or folder in the Documents Module is marked as Public, its icon on the Documents Home...

Updated 2 months ago by Mitzi Orkus

Customizable Document Properties

Documents Module Documents: Introduction

Each file uploaded in the Documents Module has customizable properties that are designated when a...

Updated 2 months ago by Mitzi Orkus

Upload New Documents/Files

Module How Tos Documents Module How Tos (Primary Suite)

To upload a new or revised version of a file in the Documents Module, open the Documents Home Pag...

Updated 2 months ago by Mitzi Orkus

Create a New Folder

Module How Tos Documents Module How Tos (Primary Suite)

To create a new folder in the Documents Module, open the Documents Home Page from the Main Menu a...

Updated 2 months ago by Mitzi Orkus

Create a New Module Level (Documents Module)

Module How Tos Documents Module How Tos (Primary Suite)

To create a new Module Level with customized permissions in the Documents Module, select Module...

Updated 2 months ago by Mitzi Orkus

Review New File Revisions when Notified

Module How Tos Documents Module How Tos (Primary Suite)

To review new revisions of an existing file in the Documents Module, open the Documents Review Pa...

Updated 2 months ago by Mitzi Orkus

Reject a Document/File and Prevent Publishing

Module How Tos Documents Module How Tos (Primary Suite)

To reject a document/file that has been submitted for publishing and cancel its upload to KAStrac...

Updated 2 months ago by Mitzi Orkus

Publish a Document/File

Module How Tos Documents Module How Tos (Primary Suite)

To publish a file submitted for approval and make is visible to others in your organization, go t...

Updated 2 months ago by Mitzi Orkus

A File's Details Page

Documents Module Documents: Module Pages

Each file added to the Documents Module will have its own Details Page. The header of the file's ...

Updated 2 months ago by Mitzi Orkus

Approve a File Submitted for Review

Module How Tos Documents Module How Tos (Primary Suite)

To approve a file that was submitted for approval, open the Actions Tab on the Review Page in the...

Updated 2 months ago by Mitzi Orkus

Reset the Since Last Review Document List

Module How Tos Documents Module How Tos (Primary Suite)

To reset the Since Last Review Document List, open the Review Page in the Documents Module from t...

Updated 2 months ago by Mitzi Orkus

Search all Documents Updated after a Selected Date

Module How Tos Documents Module How Tos (Primary Suite)

To search all documents uploaded/updated in the Documents Module after a specified date, open the...

Updated 2 months ago by Mitzi Orkus

Affirm a Document/File's Suitability

Module How Tos Documents Module How Tos (Primary Suite)

To affirm a document/file for Continued Suitability, open the Actions Tab on the Review Page in t...

Updated 2 months ago by Mitzi Orkus

Decline Approval of a File Submitted for Review

Module How Tos Documents Module How Tos (Primary Suite)

To decline a file that was submitted for approval, open the Actions Tab on the Review Page in the...

Updated 2 months ago by Mitzi Orkus

Acknowledge a Document/File

Module How Tos Documents Module How Tos (Primary Suite)

To acknowledge a document/file, open the Actions Tab on the Review Page in the Documents Module f...

Updated 2 months ago by Mitzi Orkus

Edit the Title of a Folder

Module How Tos Documents Module How Tos (Primary Suite)

To edit the title of a folder in the Documents Module, open the Documents Home Page from the Main...

Updated 2 months ago by Mitzi Orkus

Download all Files Requiring Action

Module How Tos Documents Module How Tos (Primary Suite)

To download all files that require action to your personal device, open the Actions Tab on the Re...

Updated 2 months ago by Mitzi Orkus

Specify Who Should Receive Notifications of New File Revisions

Module How Tos Documents Module How Tos (Primary Suite)

Updated 2 months ago by Mitzi Orkus

Complete List of Documents Module How Tos

Documents Module Documents: Supplemental Resources

Updated 2 months ago by Mitzi Orkus

Add Comments to an Action

Module How Tos Actions Module How Tos (Essentials Suite)

To add comments to an action, go to the Actions Home Page. Use the filters to pull up the rele...

Updated 3 months ago by Mitzi Orkus