Manage Documents

The Documents tab allows you to add documents that are either globally accessible or accessible only by users in a certain department.

To Add a Document

1. From any page, go to Administration: System Settings.

2. Click the Documents tab. 
   
   

3. Click Add Document. The Add Document window opens.
   
   

4. For Permission Level, select the group that should have access to the document.
   Note: Department Administrators can only upload documents for departments and, therefore, this field is read-only for such administrators.

5. Click Choose File. Follow browser prompts to locate and attach the appropriate file.

6. For Document Name, enter a readily identifiable name for the document.

7. For Document Grouping, select the appropriate category that the document belongs to.
   Note: A default selection of groups appears in the list. Additional groupings can be added.

8. Click Add. The TripTix Document section reappears.

9. Click Save.

Note: It is not possible to edit a document from within the application. Edit the document in its original application. Next, delete the inaccurate version and upload the edited version.

To Delete a Document

1. From any page, go to Administration:System Settings.

2. Click the Documents tab.

3. In the TripTix Documents section, locate the appropriate document and click its corresponding Delete link.

4. When the confirmation window opens, click OK.

5. Click Save. Clicking Delete alone does not delete the document—you must click Save for your changes to be retained.