How to use and manage Document Manager

Learn how to Utilize Document Manager as a PromisePoint file admin by watching this short video that covers adding the document, adding a category, and searching for the document.

Video: Utilize Document Manager (0026)

Or follow these quick steps:

Add a Document

• Login to PromisePoint.
• Click the Resources icon.
• Click the appropriate category folder.
• Click the appropriate subcategory folder, if necessary.
• Click Add File.
• Enter the name of the document in the Title field.

Note: All document titles must be unique; they cannot be duplicated.

Note: If you are linking to a URL instead of a document, click the URL radio button.

• Click Browse.
• Navigate to where you saved the file on your computer.
• Click the file.
• Click Open.
• Enter a description in the Description field, if needed.
• Enter search terms in the Metadata/Keywords field.

Note: Use a comma to separate search terms.

• Click the Expand icon to drill down to the appropriate category.
• Select the appropriate category check box(es).
• Click Submit.

To add a new category 

•  Click Add Category.
•  Enter the category title in the Title field.
• Click the parent category drop-down arrow.
• Click the category you want your new category to fall under.
• Click Submit.

Note: Documents can be added to more than one category.

Search for a Document

• Click the Resources icon.
• Enter your search term in the Search all documents field.
• Click Search.