For Admins

Getting Started as an admin

• Workflow guidance material
• Document Categories
• Setting up your document types

Compliance Libraries

• How to create your own customized Compliance Library
• Compliance linking
• Add a purchased library to your site
• Updating a Compliance Library & Requirements to the Newest Revision
• Manage your compliance Libraries

Users and Permissions

• Announcements
• What is the difference between Archived and Deleted user?
• How do I add and remove a user
• How do I change permissions for a role?

Forms

• Edit a Form
• Device function
• How to create a quiz
• How to create a form

Reports

• Reports- Role Performance
• Reports- User Performance
• Reports- Distribute Overview
• Reports- Review Overview
• Reports- Monitor Overview
• Distribute Overview

System Settings

• System Settings - Compliance Libraries
• System settings -EFB
• System Settings- Documents
• System Settings - User
• System Settings- Reader
• System Settings - General

Admin FAQ'S

• How do Reminder Notifications work?
• Change Request
• What can I modify in my designs?
• How can I create a Page Label?
• Can I customize the Reader Dashboard screen?
• Can I transfer documents to another site?
• See all 9 articles