Attention!
Dear PSL contributor, you will not be able to create pages in the space for the foreseeable future due to the global documentation project, This action is being reserved to process experts, administrators and IS to ensure consistency and avoid duplication while the documents are under review.
Page History
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Administrator guide for libraries AODOcs SBS - Procure to Pay - Accounts Payable or SBS - Procure to Pay - Country Specificities |
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Access the library SBS |
Click on the icon of the library or click here
From the homepage you can administrate the library by clicking
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1.
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To import a document you must be part of the google group $AODocs.PtP Accounts Payable-Contributors If you are not, ask the manager of the group to be included. |
Upload a document by clicking the button then
- Click "Upload" to select files from your computer, select the file and click
or Google Drive to select a document stored in your google drive, select the file and click
Note You can only attach files owned by yourself
Enter the properties of the document
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If you can not find a value in a list, you can add it manually |
Library Administration
Click to
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1. Update the home page of the library
Click "General Settings" to update the logo & the home page of the library
2. Update document classes
You can add and maintain document classes (=properties) by clicking "Document classes"
(Document classes are required when a new document is uploaded)
You can:
- add a new value
- Enable Mulitple values (when ticked)
- Tick if the field is manadatory
- Tick if you want to hide the field
- Select the field type (it can exist or you can create a new one = new category)
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- You can create a new category
- Tick "Dynamic values" to enable users to create new values
- Click "Define values" to create a list of values
4. Manage views & filters
- Click on an existing view to update it
- Click " Add new value" to create a new view
- Select the default view
- Select the information to display in the view
- Select the information to filter in the view
2. Library Security
Select to manage authorizations
Permissions are managed using google groups:
- users in the group $AODocs.PtP Accounts Payable-Admins can administrate the library
- users in the group $AODocs.PtP Accounts Payable-Contributors can contribute (=updload/update documents)
- users in the group $AODocs.PtP Accounts Payable-Readers can only read contents
Manage google groups here
Go to the group you want to update, select "Manage"
Select "Direct add members"
Enter the email of the person you want to add and click
Document language (optional)
2. View existing documents
2.1 Using the search bar
Enter the name of the document in the search bar and click
2.2 Using a predefined view
Select a predefined view:
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Views are managed by the administrator of the library |
3. Open the library in your google drive
You can open the library in your google drive by clicking
You can also open the library from your drive by clicking on "open an AODOcs library" and select your library
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Click the star beside the library name to add it in your favorite |
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