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hiddentrue

Administrator guide for libraries AODOcs SBS - Procure to Pay - Accounts Payable or SBS - Procure to Pay - Country Specificities

Info

Access the library  SBS

InfoTo access the library  SBS

Click on the icon of the library or click here 

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The homepage is displayed. You can 

From the homepage you can administrate the library by clicking Image Added

Table of Contents
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1.

 Import or upload a document
Info

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 Image Removed then Image Removed

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  1. Click "Upload" to select files from your computer, select the file and click Image Removed
    or
  2. Google Drive to select a document stored in your google drive, select the file and click Image Removed

    Note

    You can only attach files owned by yourself

 

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Enter the properties of the document 

Note

If you can not find a value in a list, you can add it manually

Library Administration 

Click Image Added 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

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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: 

  1. add a new value
  2. Enable Mulitple values (when ticked)
  3. Tick if the field is manadatory
  4. Tick if you want to hide the field
  5. Select the field type (it can exist or you can create a new one = new category)

 

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Anchor
Category
Category
3. Update categories

  1. You can create a new category 
  2. Tick "Dynamic values" to enable users to create new values
  3. Click "Define values" to create a list of values 

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4. Manage views & filters

  1. Click on an existing view to update it
  2. Click " Add new value" to create a new view
  3. Select the default view

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  1. Select the information to display in the view
  2. Select the information to filter in the view

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2. Library Security

Select Image Added to manage authorizations

Permissions are managed using google groups: 

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Manage google groups here

Go to the group you want to update, select "Manage"

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Select "Direct add members"

Enter the email of the person you want to add and click Image Added

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  • Center (=service center) * (mandatory)
  • Document language (optional)

  • Document zone, select the Zone and then the country * (mandatory)
  • Select the document type * (mandatory)
  • Folder: by default select "Accounts payable"
  • Process * (mandatory)
  • Sub Topic  * (mandatory)
  • Topic * (mandatory)
  • SAVE by clicking Image Removed
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    2. View existing documents 

    2.1 Using the search bar

    Enter the name of the document in the search bar and click Image Removed

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    2.2 Using a predefined view

    Select a predefined view: 

    Note

    Views are managed by the administrator of the library

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    All documents to display all documents

    (note: it corresponds to the view "All documents" that was used in the former library in Teamsite)

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    By Topic to browse by Topic 

    (note: it corresponds to the view "By Topic" that was used in the former library in Teamsite)

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    By center to browse by Service center

    (note: it corresponds to views "Bangkok", "Curitiba" & "Lisbon" that were used in the former library in Teamsite)

     

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    2.3 Using filters

     

    Click Image Removedto filter the content of your library

    Note

    Filters are managed by the administrator of the library

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    3. Open the library in your google drive

    You can open the library in your google drive by clicking Image Removed

     

     

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    You can also open the library from your drive by clicking on "open an AODOcs library" and select your library

    Tip
    titleTip

    Click the star Image Removed beside the library name to add it in your favorite

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    Warning
    titleKnow more
    Go to AODOCS to find user guides and trainings