Overview:
This guide outlines how to configure and manage the Document Portal in e-days, including setting up access tiers, uploading documents, and managing permissions. The Document Portal allows for secure internal document sharing across different user groups.
How the Document Portal Works:
The Document Portal provides a shared space within e-days where documents (e.g. employee handbooks, policies, forms) can be uploaded and made accessible to users based on their assigned access tier. Access is controlled via group-based categories and permission roles.
Note: The Document Portal is a paid feature. Contact customersuccess@e-days.com to enable it. Once activated, request the Document Portal role permission from the Support Desk if not already assigned.
How to Configure the Document Portal:
1. Set Up Group Tiers for Access Control
Go to Admin Tools > Admin Panel > System > Group Types.
Click Add Group.
Name the group (e.g. Document Portal Tier).
Tick Allow multiple selections.
Click Save.
Next to the new group, click List, then Add new.
Create tiers such as:
User Access
Authoriser Access
Full Access
Click Save after each one.
Assign users to their tier via Users > Bulk User Update > Groups.
2. Create Document Portal Categories
Go to Admin Tools > Admin Panel > Additional features > Document Portal.
Click Add Category.
Enter a category name (e.g. Administrator Documents).
Add a description.
Under Groups, select the appropriate Document Portal Tier(s).
Click Choose Files to upload your document.
Click Save in the top right corner.
3. Add Documents to an Existing Category
Go to Admin Tools > Admin Panel > Additional features > Document Portal.
Click Edit next to the relevant category.
Click Choose File and select your document.
Click Save in the top right corner.
4. Accessing the Document Portal (Front End)
Go to My Tools > Document Portal.
Click the document link to download.
Users only see categories linked to their assigned tier.
5. Edit or Review Uploaded Documents
Go to Admin Tools > Admin Panel > Additional features > Document Portal.
Click Edit next to the category containing the document.
To check who downloaded a document, click Downloads next to the file.
To rename or describe a file, click Edit, update the fields, and click Save in the top right.
Additional Information:
Document Portal: Centralised document repository, access controlled via group tiers.
Requires 'System Admin' role and Document Portal permission.
Tip: Use clearly named access tiers for easier management (e.g., “All Users”, “Admins Only”).
Only users with the correct permission and tier will see and access the documents.
Use the search function within the platform to quickly find features or settings.