How To and Troubleshooting
The Categories tab of the Documents page organizes the documents according to their assigned categories, as we see on the Document and Resource Portal. Through this tab, you can edit the document permissions, modify the document categories, and delete or download the documents based on the categories.
Follow the below steps to download a document through the Documents page on the Admin Portal.
Follow the below steps to delete documents from the Documents page.
Follow the below steps to edit document permissions on the Documents page of the Admin Portal.
In the Permissions dialog, set the Action to any of the following options based on your requirements.
Choose the roles and their corresponding permissions you want them to have on the selected documents.
Follow the below steps to modify document permissions on the Documents page of the Admin Portal.
In the Categories dialog, choose any one of the following options from the Action drop-down, and then select categories from the list.