Training - Documents

As a manager in Spark, you can create and manage documents to share information with users. This guide explains how to create documents, edit their details and upload new versions.

Before you start

From the dashboard, go to the Library tab to access Documents.

You'll see a list of existing documents on this page.

Creating a document

1. From the dashboard go to the library tab.
2. Select Documents.
3. Choose the document file you want to upload.
4. Enter the following details:
   • Name - title ass it will appear on the trainee dashboard.
   • Description - a brief summary of what the document is about.
   • Status - choose the required document status (further information on status is available in this article)
   • Tag (optional) - add a tag if you want to issue the document based on a tag.
5. Create the document.

Once you have created the document, you will be able to locate it within the list on the main ‘Documents’ tab.

Edit a document

1. From the documents page, click on the document you want to edit.
2. Select Edit document in the top-right corner.
3. Update the Name, Description, Status or Tags as required.

4. Save your changes.

   

Uploading a new document version

1. From the documents page, click on the document you want to update.
2. Select Edit document in the top-right corner.

3. In version history, select Choose file.

   

4. Select the new version of the document.

The new version will be added to the document's version history.