The Staff Documents allows users to upload, classify, describe, and store MS Word or PDF files for a specific staff member. The use of this feature may require additional purchased storage space on XenDirect servers.
Navigation
Main Menu → Staff → Documents
Applies To: Enterprise | Plus | Basic
Document Details
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File Upload:
- Click Choose A File to search for and upload the file.
- The file name is automatically generated by XenDirect for storage.
- When editing a document, uploading a new file replaces the previously stored version.
- Title: The user-defined name of the document.
- Description: Additional details about the document, as entered by the user.
- Date: The date of upload or a date relevant to the document.
- Type: The classification of the document. This list is not user-defined.
Storage Considerations
- If available storage space is exceeded, users will receive a prompt indicating insufficient space.
- Storage limits include all uploaded files and images stored in XenDirect.
Conclusion
The Staff Documents module provides a secure and structured way to manage important documents related to staff members. Users should monitor storage limits and ensure proper classification for efficient document retrieval.
For further assistance, refer to related articles or contact support.