Ensure the search filter is empty once you're in the selected folder. Once you add the document, if the search filter has the last search term, you won't see your file.
6
Upload a document and enter a description.
7
To notify recipients of your recent upload, select the Notification check box. Click 'Add a Document'.
8
Search for the recipient. You can notify one or multiple people.
9
To notify the entire office staff, select 'send bulk message.'
10
Type the office name in and select it from the dropdown.
11
You can insert a link to direct recipients to the document. It will appear under their Hub Notifications once they enter the Hub.
12
Include a custom message to accompany the notification. Click proceed.
13
You will return to the document section of the Hub.
14
Head back to the 'My Office' Page to view your document in your office folder. When your recipients enter their My Office folder and click on the document, it will open in the documents section of the Hub.
15
Your recipients can then view, download or print the document. When a document is opened in the Hub, it opens in the document section of the Hub.
16
Notifications will appear in the user's notification section, highlighted by the bell icon in the top menu bar.
17
When the recipient clicks on the notification tab the document notification will appear in their dropdown where they can click directly to access it.
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