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  1. On the Navigation menu, point to Company profile, and click Users. The Users page appears.

  2. Click Create. The Create New User page appears:

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  3. Fill in the required information. The fields that are to be filled mandatory are marked with the * symbol.
    Among others, please pay attention to the following boxes:

    • Role: the role determines the rights of a user in the system. For more information, please read section User Roles.

    • Log in, password: please pay attention that for logging in the system a user needs to enter a company code (alias), a user name and a password. (info) A company code (alias) is a unique code assigned to every company automatically to access the system.

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  1. On the Navigation menu, point to Company profile and click Users.

  2. Select the user for whom you need to upload a document, and the click Documents.

  3. On the Documents tab, click Upload. The Upload New Document window appears:

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  4. Specify the following information:

    • Document type. Specify the type of the document being uploaded: signature of file, birth certificate, medical certificate, passport, photo, questionnaire, etc.

    • Validity period. Specify the starting and ending dates of validity of the document being uploaded.

  5. To upload a file from your PC,

    • In the Upload file group, click Add.

    • Browse to the document you want to upload.

    • Click Open.

    • Click Upload. The file appears in the list of uploaded documents.

  6. To upload a file from the external web-source,

    • Click Upload via link to expand the form.

    • Click Add. The URL bar appears.

    • Enter the location of the file on the Internet into the URL bar.

    • Click Upload. The file appears in the list of uploaded documents.

  7. Click Save.

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