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Uploading and adding documents to individual users

When uploading a document and adding to a user/employee in the legacy system it is simple as you can choose a list of users/employees against a company and just upload and add.  In the new system this seems quite long winded, the document needs to be uploaded in the file area and when adding to a user the functionality of seeing all users against a company does not seem an option, we need to choose a user by surname (multiples of same surname in some cases),  find them, choose edit  and then add the document , then have to go back and start all over again? Takes much longer than in the legacy system.

  • Guest
  • Jan 24 2017
  • Already exists
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  • Admin
    Dave Evans commented
    January 24, 2017 16:50

    Hi Jill,

     

    If you are looking to add files to a user or company then I wouldn’t suggest doing this through the main file store menu. A couple option to try:


    1) Enter the surname in the quick search box, locate the user and then add a file through the filestore tab

     


    2) Enter the surname in the search bar on the users data grid, right click on the relevant row and select ‘add document’

     

    3) Find the company, select the ‘employee’s tab and then right click on the relevant row and select ‘add document’

     


    Does this help ?

  • Guest commented
    January 26, 2017 09:17

    Hi Dave

    Thank you, finding by company then employee works for us.

    Appreciate your help.

    Kind Regards

    Jill