Process Documents,
Media Files & IP
The Process Documents feature is a powerful tool for organizing and accessing all process-related documents and support files. By using a three-tier taxonomy, this feature ensures that documents are correctly categorized and linked to their corresponding processes. Moreover, it integrates seamlessly with SharePoint, enabling easy access to documents from the Presto dashboard regardless of where they are stored. This integration offers significant efficiency gains, as users can retrieve necessary documents quickly and without hassle, streamlining workflows and reducing downtime.
Start Here!
Explainer Video
Part I. Assigning a file (aka document) to a process
1. Click here to access the Process Workbench
2. Click here to add a new document
3. Complete the document capture form
4. Add the URL (shared drive document address link)
5. Click here to save
BONUS
6. Click here to view and access process document
7. Click on the document name for direct access to the document in it's shared drive location
BONUS - Access the Media (aka Documents) Dashboard
8. Click on the documents icon to access the Media Dashboard
9. Click the global report to view all documents & files listed on the Media dashboard
10. Congratulations! You have completed the exercise
