Document Repository and Management

Document Management and User Group View Permission

This feature allows Administrators to manage and upload all provider generic documents and provides multiple users e.g. Students, Agents, Teachers and other staff view access to relevant information applicable to them.

Admin can also restrict which documents can be visible for a particular user group in the platform. An example would be if the document is related to Student can choose which stakeholders can see this document.
The process to manage this is shown below:

View Documents

Staff users can view documents via View Doc tab on the home page. User can type in a document name and click Search Document.

By default, all folders and documents that has already been uploaded can be available for viewing by clicking hyperlink as listed above.

Managing Documents

To create document folders, upload documents and manage permission for selected users who are allowed to view specific documents, follow the instructions below:

On your Meshed Higher-Ed platform, go to your Home page
Click Feature Shortcuts button
Click the quick icon for Documents as shown below.

The administration document management page will appear and will allow you to search Documents by category. Select the directory by choosing the relevant directory from the drop down menu and click View.

Note: By default, all uploaded Documents will appear on the list. Administrative user can manage these documents by using the action icon on the right hand side of the page.

Assigning Document Visibility access for Documents

It is common for Providers to limit visibility access to different user group as per their role function. To manage this function, click this action icon located on the right hand side as shown below:

A pop up screen will appear which includes list of all users/ roles using the platform. Tick the role/s that you would like this documents to be visible to. As for our example – Academic Notices, we have selected Teacher, Student, Public, Agent and Student Services.

Note: Some folders have sub folders and files, if you want to change permission for these documents as well, tick the box on the information marked in blue.

Click Save to continue. Note that this document will be visible to all roles we have selected.
To rename existing folder you can click the edit icon located on the right hand side of the list. Note that you may not be able to rename the directory if there is an existing sub folders and files already uploaded.
To delete existing folder, click the delete icon located on the right hand side of the list.

Create Folders and Upload New File

To create new Folder, type in the name of the New Folder and click Create Folder.

To upload new file, select the folder you would like your file to be uploaded to. In the example below, we have selected the folder New Folder and the file to be uploaded is Meshed Higher-Ed Workflow.

Click Upload to save file in the selected folder (as shown below).

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