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704 total results found

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 Documents Module from the Main Menu and click the vertical three-dot icon to the right of the file submitted for approval opening the Approvals Context Menu. S...

Delete a Folder

Module How Tos Documents Module How Tos (Primary Suite)

To delete a folder in the Documents Module, open the Documents Home Page from the Main Menu and navigate the repository to the folder you wish to delete. Click the vertical three-dot icon to the right of the folder opening the folder's context menu. Select the...

Download a Folder

Module How Tos Documents Module How Tos (Primary Suite)

To download the files contained in a folder in the Documents Module, open the Documents Home Page from the Main Menu and navigate your respository to the desired folder. Select the vertical three-dot icon to the far right of the folder opening the context menu...

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 Review Page in the Documents Module from the Main Menu. Click the Download All Requiring Action button opening the Download Compressed Package Page. Click the ...

Add Tags to a Folder

Module How Tos Documents Module How Tos (Primary Suite)

To add tags to a folder in the Documents Module, open the Documents Home Page from the Main Menu and navigate your repository to the desired folder. Click the vertical three-dot icon to the far right of folder opening the folder's context menu. Select the Prop...

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 Menu and navigate the repository to the folder whose title you wish to edit. Select the vertical three-dot icon to the right of the folder and select the Properti...

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 to the Review Page in the Documents Module from the Main Menu. Scroll down (if needed) to the Publish Section on the Actions Tab. Click the Upload Icon to publis...

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 KAStrack, open the Actions Tab on the Review Page of the Documents Module from the Main Menu. Click the vertical three-dot icon to the right of the file you want to decli...

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 the Main Menu and open the Updates Tab. All documents that have been uploaded/updated in module since the last review are visible. The number of files is indicat...

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 Page from the Main Menu and open the Notifications Tab. You can click the X icon to the right of the file you received notification of to clear it individually, o...

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 Review Page in Documents Module from the Main Menu and open the Updates Tab. Scroll to the Search By Date Section at the bottom of the tab. Click in the dat...

Send an Acknowledgment Reminder Alert for a Document/File

Module How Tos Documents Module How Tos (Primary Suite)

To send an acknowledgement reminder alert for a specific document, open the Home Page in the Documents Module on the Main Menu and navigate the repository to find the document you want to send an acknowledgement reminder for. Click the vertical three-dot icon ...

Designate a Folder is Public

Module How Tos Documents Module How Tos (Primary Suite)

To make an existing folder a public folder in the Documents Module, open the Documents Home Page from the Main Menu and navigate the repository to the folder you want to designate as public. Click the vertical three-dot icon to the right of the folder you w...

Specify Who Should Receive Notifications of New File Revisions

Module How Tos Documents Module How Tos (Primary Suite)

Upload a Revised Version of an Existing File

Module How Tos Documents Module How Tos (Primary Suite)

To upload a revised version of an existing file in the Documents Module, open the Documents Home Page from the Main Menu and navigate the repository until you find the file you want to have an updated revision. Click the vertical three-dot icon to right of the...

View a File's History

Module How Tos Documents Module How Tos (Primary Suite)

To view the history of a file in the Documents Module, open the Home Page in Documents from the Main Menu and navigate the repository to access the file whose history you wish to view. Click the vertical three-dot icon to the right of the file opening the file...

View Actions Associated with a Document/File

Module How Tos Documents Module How Tos (Primary Suite)

To view any outstanding actions associated with a document/ or file, open the Documents Home Page from the Main Menu and navigate the repository to the specific file you are interested in viewing. Click the vertical three-dot icon to open the file's context me...

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 Page will turn blue, indicating that the Document / Folder is publicly accessible for individuals that are not logged in or do not use KAStrack to View / Download...
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