By adding files to Company “Documents” you can build a resource library that can be accessed by each Sales and Office Staff user.
Instructions
To build your Company’s PulsePoint resource Library you must first have the files on your computer ready to upload to the system. When you have your files ready login to PulsePoint then select the Admin tab, and then select the Company tab and then Library. The Library is built in sequence. You must first create a category then add chapters to the category and then you will be able to add Documents to the chapters. Select the Categories button and then select the New Category button. Enter the Categories Name, Description, Directory, and Company. Select Submit to complete. Next create a Chapter by selecting the category name from the table, then the New Chapter button and then select Add Chapter. Label the chapter. Select Submit to complete. Now there should be a Category and Chapter to place documents.
To add documents select the title of the chapter in the chapter table. Then select the New Document button. Enter the document Title, Description, then select Upload Document or enter a URL in the URL field. Locate the document file, select the file, and select Open. The directory window will close and the file name should be visible next to the Upload Document button. Select Submit to complete the upload. After completing all of these steps the Documents will appear in the Library Tab and can be accessed by all Sales and Office Staff users.