Learn everything you need to know about adding, editing or deleting documents in RmoniWeb.
Navigate to the Document Library. There are three main functionalities in the Document page:
- Create new categories
- Add new documents
- 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:
Category (which you just created)
- 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:
- Download – Download the document as PDF-file
- Edit – Edit the document title, category, organizational unit and/or file
- Delete – Delete the file