triadaband.blogg.se

1. #HOW TO UPLOAD A YOUTUBE VIDEO AS AN ATTACHMENT HOW TO#
2. #HOW TO UPLOAD A YOUTUBE VIDEO AS AN ATTACHMENT VERIFICATION#

For information on how to attach files from supported third-party services, see Attach a File From an Online Resource. You can attach files stored on your computer or files stored in supported third-party cloud storage services. This article discusses attaching files from your computer. This is useful when you want to relate files to items that you're keeping track of in Smartsheet. Audit trail - file uploaded record auto-generatedĪ record is automatically generated of the file upload you just did, in both the Admin Dashboard, and the volunteer's own profile page.You can attach almost any type of file to a sheet, row, or comment. If you use this Visibility setting on a document that is private to an individual, that document will be assigned to - and viewable by - all your volunteers if they are logged in and choose to view it. This Visibility setting (" Administrator & All Volunteers") should ONLY be used for an organisation-wide document. This is particularly useful when you want to make sure that your volunteers have, for example, an up to date copy of your recently revised policies and procedures or if you want to circulate some form of template important document, which they can securely and easily view and / or download. Selecting this Visibility setting automatically attaches the document which you're uploading to the profile page of every single one of your volunteers. This Visibility setting is only for documents that you want to be visible to ALL users of your organisation's Complyfile. So an example of this might be a Training Certificate for a course that the applicant has been on, and you want to keep a record of that document on their profile page, and you want the volunteer to be able to view (and perhaps download?) the document when they access their secure volunteer profile page.

#HOW TO UPLOAD A YOUTUBE VIDEO AS AN ATTACHMENT VERIFICATION#

Internally generated person-specific documents (such as meeting notes, or verification of identity paperwork) would be viewable by the "Administrator Only" Select this Visibility setting for a document that you want only an Administrator to be able to see (e.g. In your Complyfile there are three different Visibility Settings that you can give to a document. externally generated person-specific documents supplied to you by your applicant should be viewable by both the "Administrator & Only This Volunteer".

internally generated person-specific documents (such as meeting notes, or verification of identity paperwork) would be viewable by the "Administrator Only".This is a critically important section, so take your time here. The final thing to do is to set who can view the document. Set an Expiry date if you want to (it's not mandatory), by clicking the field, so that a drop-down Calendar appears). Some documents have a date when their validity 'expires' or needs to be renewed by. ( Click here to read about how to create a new Document Type).

Select the correct Document Type (or create a new one)Ĭhoose the 'type' or 'category' of document that applies to the document you wish to upload by clicking 'Please Select' and selecting the Document Type relevant to the document you are uploading to your Complyfile: The name of the document should appear in the Upload Document box now like this: Select the document from the file on your computer (or cloud storage): Type in the name of the person against whose profile page you want to upload this document: You will see a section called 'Documents Store'. Go to your Documents Storeįrom your organisation's Dashboard (the home page of the application), scroll down to the foot of the page. There is no limit to the number of files you can attach to a volunteer's profile.