Document Library

Documents:

Use the Documents Library to provide relevant, targeted documents (policies and procedures, manuals, presentations, etc.) to employees.

Create, edit, or delete a Document in the Library menu in your administrative tools.

To get started, select Menu > Library > Library Documents.

In the Library Documents screen, select New:

1. Enter the Document Name.
2. Upload your content via drag and drop, or choose Click to Browse.
3. Set your Document Permissions.
4. Enter the date(s) you would like your Document to be available, and select Apply to save.

Additional features:

1. View Mode: iTacit’s document viewer is the default display for Documents, which allows readers to search for specific text within the document, zoom in or out, print, and/or download. When uploading fillable PDFs, you may wish to select the web browser’s default viewer. Both the form itself and the entered data can be printed.
2. Show download option / Show print option: iTacit's document viewer is defaulted to enable Document download and/or printing. These settings can be turned off as the sensitivity of the Document requires.