Action Centre - DocMan tab

Owned by Former user (Deleted)
Last updated: Feb 25, 2017 by Former user (Deleted)
1 min read

Use the DocMan tab to view, import, export, update and delete documents, pictures and spreadsheets related to the community member.
Also see Using document management in the Introduction manual.

 Opening the DocMan tab

To open the DocMan tab:

  1. Click .
    Note: The Action Centre icon displays a combination of red, green and blue flags depending on the currently active messages.
    The Action Centre Summary window is displayed.

    Tip: You can also click a link in the Action Centre Summary window to launch a specific message, task or alert in the Action Centre.
  2. Click .
    The Description tab of the Action Centre window is displayed.
  3. Click the DocMan tab.
    The DocMan tab of the Action Centre window is displayed.

Action Centre - DocMan tab key fields and buttons
See the Community Maintenance - DocMan tab in the Community manual for details on the fields and buttons of this tab.