Online Documents

This page allows to you add and edit online documents, which can then be applied to Contact Logs in a portfolio for users to complete.

The workflow of an online document is determined by the set-up.

1. To add an online document:

1.1 Go More/My Centre/Online Documents, you are now viewing your online documents.
1.2 Click 'New Online Document'
1.3 Complete the set-up fields as required
1.4 Click 'Add New Section'
1.5 Choose the section settings
1.6 Enter the online document, and add tables and place form elements as required using the toolbar e.g. use Insert Textarea must be used where you require the user to type (only form elements will be editable by the user when the form is live).
1.7 Click 'Save'.
1.8 Repeat steps 1.4-1.7 for each section you require, or click 'Save' to return to step 1.1.

2. Adding an Online Document

2.1 Add a new contact log and click 'Add Online Document'
2.2 Select the online document to be added
2.3 Set the target dates and users, and click 'Save'.