Library An online document management system, with over 1000+ documents to fulfill your business needs; from Forms to T&C‟s
Nov 14, 2014
Library
An online document management system, with over 1000+ documents
to fulfill your business needs; from Forms to T&C‟s
Library
1000+ standard business documents in MBPCloud Master Library.
If one is not available, just lodge a request and it will be drafted.
Documents are split into different types with specific codes for ease of identification.
Upload your own documents into your secure Business Library.
Move, Delete & Archive your documents.
All documents are securely password protected & accessible via at work, home or while travelling.
Clicking Library icon in home page directs you to the below page.
Library
Welcome
Brief description on how “Library” App works.
KnowHow
Know how “Library” App works.
Master Library
A library of master standard organisational documents, for your reference.
All documents are fully custamisable to suit your business.
The master documents you wish to use are copied across to the Business Library.
Clicking “Library” app icon in home page directs you to the below page.
Master Library
Click any category (menu) from the Master Library list to view all standard business documents that
fall under that specific category.
Click to view standard documents under this category
Library
For example, if you click “Information Sheets” menu under Master Library, you will be directed to a page as
shown below that lists all standard information sheets.
Click document from list to view.
Click to view
Library
Document Edit Steps
Information on how to customise standard Master Library documents.
Library
Business Library
Your library of standard corporate documents that you wish to use in your business.
These may be altered Master Library documents or your own business documents that you originated.
Click to view/add documents under this category
Library
To add a new document to your Business Library, click on a menu (category) to which you want to add the
document.
For example if you want to add a questionnaire, click „Questionnaires‟ menu under Business Library.
You will be directed to the below page. Click „Add New‟ button.
Enter document details, share with users (not mandatory), select services subscribed for, attach document,
and Save.
The document gets listed under that category under your Business Library.
Attach document
Share document with users
Documents added
Add new document
Library
Personal Library
Library of your personal documents.
These may be altered Master Library documents or your own documents that you originated.
Securely store your documents in an organised folder structure.
Clicking “Personal Library” menu directs you to the below page.
“Create” icon – create folders & sub-folders.
Enter details such as folder name & description, period during which folder should be available
(if required) & Save.
Once saved, the sub-folder will be added in your folders list.
Library
Folder Create Page
Folder Created
Create subfolderDelete folderEdit folder details
Library
“Upload” icon – upload your personal documents to folders created.
Choose folder from dropdown to save document, enter document details such as name & description,
choose document type from dropdown list, browse & attach document, and Submit.
Once submitted, the document gets saved in the chosen folder.
To view versions of a document, click “Versions” button alongside that document.
Document Upload Page
Document Uploaded
Select folder to save document
Select document type
Attach document here
View document versions
Library
Replacing a document with a newer version
You can replace a document with a newer version by maintaining the record of the previous version(s).
To upload newer version of an already uploaded document, click “Edit” button besides the document to
replace; in uploaded Document List.
Here, click on the “Replace Attachment” button besides the attachment.
Attach the newer version, and click “Update” button.
Click to upload new version
Library
You can view all versions of a document by clicking “View” button of the document in the Document List.
You will be directed to the „Document History‟ page that lists all versions uploaded for that document.
You can also view all document versions through the “List” page (explained latter in this presentation).
Click to view
Library
“Search” icon – Search Stored Folders & Documents.
Choose entity to search by selecting from respective check-box.
Enter entity name to search.
The search result will be displayed in grid below.
Select entity to search
Enter entity name
Search result
Library
“List” icon – View all your saved Folders & Documents.
Clicking “List” icon will list all your saved folders.
Click a folder from the list to view all documents saved under it.
Documents can be Moved between folders, Archived and Deleted.
To action a document, select document from grid by ticking respective check-box.
Then select action to perform from dropdown list and click “OK” button.
You can also view versions of an uploaded document through the Version “View” button.
Click folder to view documents under it
select document to action
View document versions
Select action to perform on selected document
THANK YOU!
For further information please contact us:
Telephone : 1300 276 266
Email : [email protected]