Quick Guide

The Document Store Admin Portal can be used manage Users, AutoText and Branding. It also provides analytical information.

  1. Select the Department tab
  2. The Person tab should be displayed, if not click once to select
  3. Enter the first name and last name of the person you want to add
  4. Click Search
  5. Click the View button to the right of the person you want to add
  6. Select the Role from the drop down field
  7. Select the Department (you might only have access to your own department)
  8. Click Add Role
  9. Close the screen

 

Detailed Guides

adding Users




Updated: 27 September 2023