Using the Public File Manager for Accessible Document Sharing
The A-Suite has a built-in File Manager that can be used for sharing and delivering both public and private documents and files. There are two file managers: the Public File Manager and the Secure File Manager.
The Public File Manager is a versatile tool designed to facilitate the sharing of documents without requiring A-suite login authentication. This feature is particularly useful for distributing non-sensitive materials such as company logos, images for forms or websites, and various organizational documents like policies and handbooks.
The primary application of the Public File Manager is in the sharing of organizational policies and handbooks. By uploading a document to the Public File Manager, it generates a shareable link that can be easily integrated into digital forms. Users can simply click on the link to download and review the document, significantly simplifying the procedure of document sharing and signature collection.
Step-by-Step Guide to Updating a Company Policy
Click here for video instructions.
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Accessing the Public File Manager: Navigate to the Public File Manager by clicking on Tools > Public File Manager.
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Uploading the New Policy:
- Click on the 'Upload File' button.
- Drag the updated policy file from your computer into the designated area in the file manager interface.
- Click 'Done' once the file has successfully uploaded.
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Copying the Shareable Link: After the upload, the system automatically generates a public link for the new document. Copy this link for use in the next steps.
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Updating the Form with the New Policy:
- Navigate to the form that contains the previous policy.
- Locate the widget or section where the old policy link is embedded.
- Remove the old policy link and replace it with the newly copied URL.
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Save changes to the widget, then save the form.
The video below provides a visual for these steps: