Moving Parts

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Document Manager uploads documents to the server where the documents are stored and made available to InFocus. Based on the type of document you're uploading, InFocus makes your documents available throughout the application right where you need them.

 

Additionally, you can configure permissions to each document so the right staff as access.

 

Permissions - Governs user access to Document Manager applet and defines who can view your documents
Server Setup - If you're self-hosting InFocus, you'll need to ensure InFocus can communicate with your server. If you're on InFocus Cloud, you're all set- we take care of this for you.
Document Types - Define the types of documents you'll upload and where they're made available in InFocus

 


 

Next: Permissions Setup