Who is this article for?
Document Managers, Document Administrators
Within Q-Pulse Cloud the Documents modules is where all live documents are stored for your system. From this section, you can search through and subsequently manage all documents.
Please note the documents you can view in the list will be dependent upon your permissions.
This article is split into the following sections:
1. Document List
To view the documents list:
- Navigate to Home then, Documents and then Document List. You should be presented with a screen similar to the one shown below. From here you will be able to filter the list either by searching for the document title or using the 'add criteria' option to filter via a number of options for the relevant documents you wish to see.
2. Click on the title of any document from the list to view the document details. You can learn more about Document Details here.
From the Documents List page, you are able to perform multiple actions by selecting the appropriate option at the top of the list as shown in red in the image below:
Those options are:
Select this to create a record for a new document
New Batch Upload
Select this to upload multiple documents in one batch
Select this to export the list screen as a table
3. Bulk Actions
Management of multiple documents can be achieved through the use of the bulk action option, as show in red in the image below:
Those actions are:
|Notify Users||Select multiple documents to notify a group of users or individual users of. These notifications can require an acknowledgement if required|
|Set Review Dates||Select multiple documents to set/adjust their review dates to a singular date|
|Set Expiry Dates||
Select multiple documents to set/adjust their expiry dates to a singular date
4. List Functions
On the Documents List for each document, there is also the Options icon located at the end of each document row, click this icon will show the options on how you can interact with the record.
For document records, the options are:
|View document||Select to view the document details screen|
|Edit document||Select to enter the document details edit screen|
|Download Original||This will download the document record in its original format|
|Download||This will download the document record in PDF format|