The publishing documents should be categorized. To add categories;
Step 1 – Select Admin>Announcements>Document Categories from the menu.
Step 2 – Click the ‘Add’ button. The Add Category Screen will appear.
Step 3 – Enter a Name and click ’Save.’
Step 1 – Click the ‘Add’ button in the document list Screen. The Add Document Screen will appear.
Step 2 – Add the Topic name, Category and the Description.
Step 3 - Select the “Request Acknowledgement” checkbox if you would like the employees to acknowledge reading the Document.
Step 4 – Click Next.
Step 5 – Select the Published date.
Step 6 – Select “Publish to all User Roles” if you want to publish to all employees. You have the option of restricting Document based on User roles, Individual employee, Location, Employment Status, Job Titles or Sub Units. If any of these options are selected, the Document will be published to employees that satisfy the selected restrictions.
Step 7 – Click ‘Save’ if you do not want to publish it yet or want to keep it as a draft. Click ‘Publish’ to publish right away.
Step 8 – Click the ‘Attachment’ button relevant to the document you created in the Document List.
Step 9 – Click ‘Select File’ button to attach the file.
Step 10 – Add a description (optional) and click ‘Save.’
Watch Video How to Publish News/Documents