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  1. Web Manuals
  2. For Admins

For Admins

How-to guides 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

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