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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

Info

To access the library  SBS - Procure to Pay - Accounts Payable

Click on the icon of the library or click here 

or SBS - Procure to Pay - Country Specificities

From the homepage you can administrate the library by clicking 

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1. 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: 

  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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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 

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

 

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

2. Library Security

Select  to manage authorizations

Permissions are managed using google groups: 

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