This feature allows the user to publish documents and share information with any employee in the company. The user can publish documents for the entire company for selected employees or by employee's user role, employee locations, employee status, job titles and subunits.
If the user wants to publish a campaign/event/awareness program etc. for employee's, can add the information of the event and attached the flyers (if any) and published. All documents articles are published to Document Widget in the Dashboard. Following are the steps to publish a document.
Go to Admin-> Announcements-> Document
Refer below article to see how to create Document Categories
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.’
Once the document is published user can view the published document under "More". Refer the following article to view published documents.
Watch Video How to Publish News/Documents