Select FieldDocs from the app bar.

Click Document Manager.

In the Document Manager you can:

Add a Folder.

Name the Folder.

Click the checkmark icon to Save.

Right click on the Folder.

Select add a Subfolder.

Name the Subfolder.

Select the checkmark icon to save.

To add another layer of Subfolders:

Note: You can only create 2 layers of Subfolders. Also, if you delete a folder that contains documents, those documents will also be removed from the document manager.

In Document Manager you can:

To start uploading documents select a Folder or Subfolder.

Click Add Document.

Select Browse.

Select the files you would like to upload.

Click Open.

Select Upload All.

Click Done.

Select FieldDocs from the application bar.

Click FieldDocs Settings.

Navigate to Document Manager Permissions.

Click the edit pencil to select the Allowed Digital Form Templates for each User Role.

Click Save.

Note: You will need to ensure that each User or Driver on your account has the correct user role configured to see the digital form in the FieldDocs App.

Hover your mouse over Lists from the app bar.

Select Users.

Select a User.

Tap the list icon in User Information.

Select Edit this User.

In the Edit a User window set the User Role.

In Permissions scroll to Operations.

Use the checkboxes to set the permissions. The following Document Manager permissions are available:

Select Save.

Hover your mouse over Lists from the app bar.

Select Drivers.

Select a Drivers.

Tap the list icon in Driver Information.

Select Edit Driver.

In the Edit Driver window go to User Configuration.

In User Information set the User Role.

In Permissions scroll to Operations.

Use the checkboxes to set the permissions. The following Document Manager permissions are available:

Select Save.