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Deleting a Document
Click "Documents" Click the trash can (Delete) to the right of the document title
Editing/Replacing a Document
Click “Documents” Click the pen (Edit) to the right of the document title you wish to edit. Click on the red "Choose another file" box Click "File Upload" Choose a new file to upload
Adding a Reporter Account
New Contacts: 1. Click Accounts > Reports > Select "+ New" near the upper right-hand side. 2. Click "+ Create account(s) for new contact(s) 3. Enter first name, last name, email, account type, contact type 4. Click "Create Accounts" *To add more ...
Adding a Documents Folder
Click "Documents" Click “+New Folder” Name the folder Click “Ok”
Adding Accounts to Secured Access
Add New Accounts(s) Individually Click “+New” Enter first name, last name, email, and role. - Check “Lock Profile” to keep users from editing their name and email and “Lock Role” to keep users from editing their role. Click “Create Accounts” *To ...