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Can I store my documents in the Toolbox?

Yes, Employees with an Admin System Role can store Documents in the Toolbox.

  1. Click on Resources > Directory
  2. Choose an Existing Folder to store your Document in
  3. Create a new folder by clicking on '+ Add Folder'
  4. Type in the Folder Name
  5. Select what Work Groups are associated with this folder
  6. Click Save
  7. Click on the Folder Title (do not click Edit)
  8. Click '+ Add Document'
  9. Type in the Document Title
  10. Upload the document/file
  11. Select a Document Type
  12. Click Save