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How to add a Document Manager category to a Location

PASS has added a feature to allow specific Document Manager categories to display depending on the PromisePoint user's Location. 

To add a category to a specific location, as a PASS Location admin, click on Locations from the PASS menu under PromisePoint User Management:

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Add or Edit the category to add the Document Manager category to the selected Location.

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In this example, Boulder has been chosen to edit.

Here you can choose which category you would like to add to the Boulder location. 

 

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In this example, Guides for Boulder, How to articles and Job Aids have been selected. 

Clicking save, will make the selected document manager categories available to PromisePoint users whose Location is Boulder.

 

 

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