Documents

With the partner workspace, you can assign documents to read to your partners.

Create a document

To create a document, from the menu Partners / Documents:

• Click on the button ➕ on the top left of the grid.
• Enter document's information:
  • Title: title of your document, it will be displayed on the website
  • Document: add the file you want to share with partners
  • Assign to all: document is assigned to all partners already created and futures ones.

Assign a document

If you didn't check the option Is for all, you need to assign manually your document to partners.
From the menu Partners / All partners :

• Select partners you need to assign the document to
• Click on the button then on Selection / Assign a document to selection

You can do the same manipulation without any selection: document will be assign to all grid (filters included).

Follow document's reading

To know who read the document, from the menu Partners / Documents:

• Click on the button
• Filter your grid on the column Read to display only partners who read the document