1Channel
            Knowledge Base 1Channel Master Data Management Document Management

            User Manual - Document Management (Global)


            DOCUMENT MANAGEMENT


            • Document Management module allows the Client Admin/Management Users to share important documents, videos etc. with the field team.


            Examples:

            1. Product Catalogue/Brochure
            2. App Training Deck
            3. Sales Training Collateral
            4. Message from CEO/Sales Head


            • Supported file formats are PDF, Doc, PPT, MP4, JPG etc.
            • The maximum supported file size is 50 MB.



            HOW TO UPLOAD A DOCUMENT

                        

            After logging into the 1Channel portal, go to Settings  Document Management  Document Tree.

                                 

            • Click to select any node and then right click for more options.
            • Using these options, one can Define Access, Upload Attachment and also delete an already uploaded document.
            • A folder or document can also be renamed by double-clicking on it. E.g., we have renamed the master folder to ‘Important Documents’. 



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            • To upload the desired document, click on Upload Attachment and then choose the desired file by clicking the Choose File button. Once the file is selected, click on Upload button.



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            App View of Documents Folder

            • One can access the same documents that were uploaded from the web portal in the Important Documents section (or any other folder name defined by you) of the 1Channel application.
            • After tapping on the Important Documents option in the app, another tab will display different folders that contain the documents. Desired document will be automatically downloaded upon tapping on it.




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            Updated: 22 Jul 2018 10:27 PM
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