Document Management

Viewing Document Details as an Admin User
To view current documents, select Documents from the left hand menu. Here you will see all current folders in your system, along with the current S...
Wed, 30 Oct, 2019 at 3:38 PM
Add a New Document
To add a new document to the Document Management system, select Documents from the left hand menu. Here you will see all current folders in your syste...
Wed, 30 Oct, 2019 at 3:38 PM
Approving a Document
When a document is uploaded there is the option to include an Approval and/or Ratification step, prior to the document being published.  If a document i...
Wed, 30 Oct, 2019 at 3:38 PM
Ratifying a Document
When a document is uploaded there is the option to include an Approval and/or Ratification step, prior to the document being published.  If a document i...
Wed, 30 Oct, 2019 at 3:38 PM
Reviewing a Document
When a document is uploaded into the Document Management section of Radar, you can choose whether it will need to be reviewed again at a future date or n...
Wed, 30 Oct, 2019 at 3:38 PM
Upload a new Version of a Document
If you need to replace the current version of a document, either as part of a review, or simply to correct an error, you must upload a new version.  To ...
Wed, 30 Oct, 2019 at 3:38 PM
Editing Document Details
To edit a document, from within the Document, click on the three dot menu icon to the top right hand side of the page and select Edit file details. ...
Wed, 30 Oct, 2019 at 3:38 PM
Setting Document Permissions
You can choose to restrict who can view each document in Radar by setting different permissions. To do this, navigate to the document you wish to set permis...
Wed, 30 Oct, 2019 at 3:38 PM
Provide a Document Download Link / Copy Document URL
Copying the document URL enables you to do things such as: Send a document directly to a user (they must be logged in to Radar to download the document) ...
Fri, 9 Oct, 2020 at 3:38 PM
Change the Reviewer or Review Date
When a document is uploaded into the Document Management section of Radar, you can choose whether it will need to be reviewed or not. Should you wish to...
Wed, 30 Oct, 2019 at 3:39 PM