The documentation functionality in Workforce allows users to quickly and efficiently view and search documents uploaded to the system. In the same way, it facilitates the downloading of documents and the export of detailed reports of the documents uploaded to the system.
Start from: The Workforce module.
- Select Documentation from the main menu.
Add tags
The process of adding tags to documentation can be done by two possible means: during the creation of a new documentation or when editing an existing document.
To learn how to create new documentation, see Upload and assign a document.
To learn how to edit or add tags to an existing document, see Edit details in employee documentation.
Manage tags
The Documentation screen has a specific tool for managing tags to be used in employee documentation. To access this tool:
- Select Manage Tags ? in the Documentation screen.
- To add a new tag, type the name in the New field and press the + button.
- You can Edit an existing tag by selecting the? pen button in the row of each tag.
- You can Delete an existing tag by selecting the trash can button in the row of each tag.
Originally published at https://help.mapal-os.com/workforce/documentation/manage-tags-in-employee-documentation/
Add comment
Please sign in to leave a comment.