Documents

Modified on Tue, 04 May 2021 at 02:08 PM

Learn everything you need to know about adding, editing or deleting documents in RmoniWeb.


Document library


Navigate to the Document Library. There are three main functionalities in the Document page: 

  1. Create new categories
  2. Add new documents
  3. Manage documents



1. Create new categories

  • Create a new category to categorize documents. Click on Manage categories and enter the new category name. Click on Create to the category. 


2. Add new documents

  • Add a new document by clicking on Add document at the top right of the screen. Fill in all necessary information:
    1. Title

    2. Category (which you just created)

    3. Organizational unit(s)

    4. File


  • Documents are only displayed for users who are in the same organizational units as the document. Documents are shown in the App as well.   


3. Actions per document 

  • There are several actions while clicking on Actions per document:
    1. Download – Download the document as PDF-file
    2. Edit – Edit the document title, category, organizational unit and/or file
    3. Delete – Delete the file


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