This section discusses how to manage Agency Documents in the Sharing tab.
The Agency Documents section is a location where Managers and System Administrators can upload and store documents that pertain to data sharing, such as user agreements and contracts. These Agency Documents are not accessible to basic users because they are not directly used for working with clients.
(If you searched this article looking for information about Forms or Files, both pertaining to client information and which are accessible to users affiliated with your Projects, please refer to Working with Files and Forms.)
To begin working with Agency Documents, go to the Launchpad> Manage >Sharing, and scroll down to the Agency Documents section.
To add a new sharing document, select the Add a Document link.
This will take you to the Upload a Document screen. Select the appropriate document file from your system.
From the dropdown menu, select the appropriate name for the document. Selecting Other will prompt you to enter a name in the text box.
Select Add record once you are done.
The document is now easily accessible to Managers and System Administrators through the Agency Documents section.