Passportal Help

Using and Managing Articles in Documentation Manager

The Articles section is a secure store for all the documentation for each of your clients, and allows easy access to them for permitted users. Once an Article has been created, dependent on your profile permissions, you have the following options via the 3 dots menu in the Actions column:

  • Edit: Allows editing of the document.
  • User Access: Set which users have access to the document.
  • View Logs: Audit of who viewed or changed a document.
  • Export to PDF: Create a PDF from the article.
  • Publish Document: Publish the article .  For more details on publishing, please see: Public Document Publishing
  • Disable: Remove the document from Passportal.