Uploading Documents

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Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment

You can upload relevant documents to the SummitAI document library. You can store and publish set of documents for the users based on Tenant, Customer, and Location. A document published for a specific combination of Tenant, customer, and location is accessible to only those users who have access to the selected Tenant, customer, and location. Using the ALL options, you can also publish a common document for all the users. The users can view the uploaded documents to which they have access on the END USER DASHBOARD page by clicking the MY DOCUMENTS tile.

To upload documents:

  1. Select Admin> Advanced > Documents > Upload Document.
  2. On the UPLOAD DOCUMENT page, click ADD NEW on the ACTIONS panel.
  3. Type in the required information to upload a document. For more information about the fields on the UPLOAD DOCUMENT page see Field Description.
  4. Click SUBMIT. A new document is uploaded.

    UPLOAD DOCUMENT page
    Figure: UPLOAD DOCUMENT page

Field Description

The following table describes the fields on the UPLOAD DOCUMENT page:

Field

Description

Document Name

Type in the name of the document that you want to upload to the SummitAI Document Library.

Document Type

Lists the document types that are configured under the Common Masters. For more information about configuring value for a document type, see Configuring Common Masters. You need to select Document Type from the Master Type list and configure the required value. Select a document type from the list.

Description

Type in a brief description about the document.

Tenant

Select the Tenant for which this document should be uploaded.

Customers

To control the access of documents for specific customer, select the customers from the Available Customers list and click > to move to the Selected Customers list. To remove customers from the Selected Customers list, click <. All the customers under the Selected Customers list will have access to the document.

Note: If you are publishing common documents for which you want to give access to all users irrespective of the Tenant, customer, and location, select All.

Locations

To control the access of documents for specific location, select the locations from the Available Locations list and click > to move to the Selected Locations list. To remove locations from the Selected Locations list, click <. All the locations under the Selected Locations list will have access to the document.

Note: If you are publishing common documents for which you want to give access to all users irrespective of the Tenant, customer, and location, select All.

Publish

If selected, the document is displayed to the users.

Active

  • If selected, the uploaded document is active and is displayed to the users.
  • If not selected, the uploaded document is inactive.

Attachment

Click the Upload icon to browse and upload a document to the SummitAI document library.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the UPLOAD DOCUMENT page.

SHOW LIST

Click SHOW LIST to display the LIST table showing all the documents uploaded to the SummitAI application.


Figure: UPLOAD DOCUMENT page: List of documents

  • To edit a document details, click the document Name. Make appropriate changes and click SUBMIT.
  • To display the inactive documents, click the Include Inactive check box.

Note:

When the uploaded documents are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to upload a new document.