Can I store my documents in the Toolbox?
Yes, Employees with an Admin System Role can store Documents in the Toolbox.
- Click on Resources > Directory
- Choose an Existing Folder to store your Document in
- Create a new folder by clicking on '+ Add Folder'
- Type in the Folder Name
- Select what Work Groups are associated with this folder
- Click Save
- Click on the Folder Title (do not click Edit)
- Click '+ Add Document'
- Type in the Document Title
- Upload the document/file
- Select a Document Type
- Click Save