How to add a new document to Every

To add a new document onto Every please follow the steps below:

- Please click on the Documents module within the left-hand side navigation bar.

- Please then click on Manage and the user now has the choice whether to add a document from a list of templates or create their own specific document entirely.

Choosing to Add a Document:

The user will be able to select a number of templates from three different categories: Policies, Documents and Risk Assessments.

- Click on the + icon to the right to expand the list and then select the +Add on the required document.

The user will now be taken to the manage document page where they will be able to alter the title, description, type, category, public visibility and owner of the document. Once this has been saved, the document will now sit in Documents - Manage - All Documents under the Versions to process tab where a file can be uploaded.

Choosing to Create a document

When a user chooses to Create a document this will open up the Manage Document page below where the user will be asked to fill in all of the details prior to being able to save the document.

After the document is saved. This will now be viewable in the Manage - All documents under the Versions to Process tab.

Please refer to the how to guide Documents - How to upload a version / attach a file to my document for the next step.