Overview
This article explains how to use the file management features in Planning & Self-Study. It details how the tab structure separates Documents from Reports and provides steps for organizing documents. The article covers key actions such as uploading documents, creating folders, navigating with search and pagination, and deleting files. It also explains how to control document visibility using the sharing toggle.
File Management with Tabs
File management is organized into two distinct tabs for a more efficient workflow. This can be accessed by following the steps below.
- Click Organization Management.
- Select an organization.
- Click on Docs & Reports within the admin panel.
Tab Separation
Documents Tab: Use this tab exclusively for uploading and managing user-uploaded documents.
Reports: Use this tab to find all completed, archived, and monitoring reports.
Note: Document uploading is restricted to the Documents tab.
How to Manage Your Documents
The Documents tab offers several tools to help organize files.
- Uploading Documents
To upload a document, click Upload Documents.
- Create and Organize Folders
- To add a folder, click the plus sign next to Folders.
- Provide a title for the folder and click Save (Folder titles are limited to 40 characters for concise naming).
- Use folders to categorize documents.
Folders are displayed in alphabetical order for quick navigation.
Move documents into selected folders for better organization.
- Navigate and Search
- Documents in this tab are listed in alphabetical order by title. Use the pagination to navigate through large volumes of documents.
Use the real-time search by document title to find what you need quickly.
Remove Files: Files can be easily removed from a folder. A confirmation prompt will appear to prevent accidental removals, and a notification will confirm the deletion.
How to Manage Document Sharing
Documents include a sharing toggle to give you more control over visibility.
To edit sharing permissions, click more options and Edit Sharing Permissions.
- By default, the sharing setting is OFF for increased privacy.
- To make a document visible within self-studies and facilitate collaboration, enable the sharing toggle.
- Click Save Permissions.
Repeat steps to turn off sharing.