How do I share a Document digitally?

Follow the steps below to share a Document digitally within the Toolbox.

Access Only

1. This is where Employees have access to a Document but are not required to sign that they have read it
2. Click on Resources > Directory
3. Locate the Document
4. Click Edit
5. Click Add / Remove in the 'Access to' column
6. Select the required Employees (if Employees are missing in the list, check the Work Groups associated with the Document)
7. Click Select
8. Click Save

Employees will now see this document in their 'My Documents' tab.

Assigning for Staff Approval (signature)

1. This is where Employees have access to a Document and are required to sign that they have read it
2. Click on Resources > Directory > Library tab
3. Locate the Document
4. Click Edit
5. Click Add / Remove in the 'Assign To' column
6. Select the required Employees (if Employees are missing in the list, check the Work Groups associated with the Document)
7. Click Select
8. Click Save

Employees will now see this document in their 'My Documents' tab