-
Document Expiration
Introduction Follow this article to set up Document Expiration so you can better manage any documentation requiring follow-ups and updates. This feature includes a new Expiration Date field in the document create/edit page and an optional Document Expiration Workflow. Use of both the field and workflow in tandem allows you…
-
View the audit trail for a document
Follow the instructions below to see a document's complete audit trail (i.e. revision history) dating back to when a document was created. The following actions are tracked for each document: * Document created * Document edited * Document updated (published) * Document copied * Document viewed * Document deleted Note:…
-
A quick tour of editing
Introduction IT Glue's document template has two main elements: the editing toolbar and the floating context menus. The editing tool bar allows you to quickly format the text to the way you want them to appear. A context menu is a menu that appears upon user interaction and offers a limited set of actions related to the…
-
Add sub-docs to documentation
Sub-documents (sub-docs) are documents embedded in other documents. They can be useful for adding information that only makes sense in the context of the parent. Sub-docs are similar to normal documents. They have security settings and revision histories just like top-level documents. Sub-docs can be searched for, but not…
-
Create a client-only documents area
This article will help you create a common documents area that is available to any segment of users, such as clients when they're logged in to IT Glue. Keep in mind that clients can now be invited to IT Glue or MyGlue, but not both. MyGlue primarily solves issues related to providing safe password management with simple…
-
Create standard operating procedures (SOPs)
Introduction This article provides instructions on how to create standard operating procedures (SOPs) in IT Glue. An SOP is a set of step-by-step instructions to guide users through performing routine operations. IT Glue provides a standard template to allow you to easily capture your SOPs and illustrate them with…
-
Adding and removing folder security
Introduction These steps will help you manage security permissions for a group of documents contained in a folder. Imagine you are working on a project with a client. You want everyone on the project to be able to make changes to project documents directly so you don’t have to make every change yourself, but you also don’t…
-
Organize your documents with folders
When you first start using IT Glue, you'll notice that the way in which your documents are saved is rather free form until you set up some folders. Folders keep your documents organized and make them easier to find. To get started, go to one of your organizations and click Documents in the sidebar. Creating a new folder In…
-
Develop your internal knowledge base
IT Glue provides the structure, templates, and tools for building professional looking, standardized documents and keeping them organized for both internal and external use. External use refers to documents that you can share with unauthenticated users. Note: You will need to make the document public and then send them the…
-
Document permissions options
This article will help you understand the options that are available for controlling access to documents, so that you can have more control over who can see what. Here are some scenarios you might be trying to do: * Only make documents available to authenticated users. * Create some documents that are for external use. *…