This article explains the feature overview of User Documents Access: Admin/Managers
Welcome to the Settings feature, where you can manage your document preferences, including User Documents . This guide will walk you through the process of configuring your document settings and ensuring a seamless document management experience.
Prerequisites
To access and customise your document settings, you must have a valid account with the necessary permissions granted by your organisation's administrator.
Accessing the Feature
- Log in to Your Account: Start by logging in to your account using your credentials.
- Navigate to Admin: Once logged in, locate the "Settings" option in the main menu and click on it.
- Access Document Settings: Under the "Settings" menu, you will find options for both "User Documents" and "Company Documents." Click on the relevant section to configure your preferences.
Detailed Feature Guide
Section 1: User Documents
In the "User Documents" section, you can:
- Access folder name, who created the document and the date of creation.
- Specify your preferred document sorting options, e.g., by date, name, or category.
Tips and Tricks
- Customise your document settings to match your workflow and preferences, ensuring an efficient document management experience.
- Regularly review your notification settings to stay informed about document changes that matter to you.