To add a document to the Document Rack, follow these steps:
Step 1 Log into the Digital Communication platform
Step 2 Select the Product Suite product and the Document Rack module
If a specific folder is desired to maintain the Documents, continue to Step 3. If the unfiled option is desired, move to Step 8.
Step 3 Click the Manage Folders button on the right-hand side of the page
Step 4 Click Add New Folder to create a new folder for the document to be placed into
Step 5 Type a name for the new folder
Step 6 Click Save
Step 7 If a folder needs to be modified, click the drop-down arrow and click on the specific folder
7.1 Click Edit
7.2 Click Save once the name has been changed to a desired new name
Step 8 Click the X to return to the Document Rack page
Step 9 Click the Begin button
Step 10 Complete the Add New Document page
Note: Anything in italics is an optional field as noted below. Some of the fields will auto populate from Account Settings.
- Name
- Description (optional)
- Status
- Current File: drag and drop a document into the box or click to select from a file browser
- Folder
Note: Only PDF formatted documents can be selected.
Step 11 Click Submit
Article Reference: DMX335