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This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module

 

Adding Documents to the Document Library

Hover over the ‘Mgr Log’ menu and select ‘Add to Document Library’.  Select and upload the Document in the ‘Upload Document’ prompt.

 

File Types

The recommended file type for uploads is .PDF, however the following file types are acceptable:

  • .PDF
  • .DOCX
  • .XSLX
  • .PNG
  • .BMP
  • .JPG

If you attempt to upload a file type that is not one of the accepted file types listed above, you will receive the following warning:

 

 

Document Details

A User with ‘Manager Log Creator’ or ‘Manager Log Admin’ will be able to set Document Details.  ‘Manager Log User’ users will only be able to access documents they have access to (via Location Access).  They will not be able to set categories or change File Names or Location Access.

After the file has been uploaded, the ‘Document Details’ will appear, along with the visible form of the document.

Name

The document name will be the same as the file that was uploaded.  Adjust the Name as needed

Active Locations

Select which Location Access will be able to view and download this document.

 

Category

Select the Category that the document will reside in. Then ‘Save & Close’ the

 

If the Category doesn’t exist, type in the Category name as you want it to appear in the Document Library, then hit ‘Enter’.  This will open a Quick-Add prompt where you can then create a new Category and assign it to this Document.  Categories will be displayed in the main Document Library view, as well as the R365 Mobile App

 

R365 Mobile App View

 

     

 

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