Click on desired document
To download above documents:
Click on desired document to open it. Then, click on the cloud symbol in the top right corner of your screen to download, save, or print.
Click on the video above to see full demonstration.
Overview
Common question: Why lists and sets?
The easiest way to demonstrate this is with a filing cabinet
List = Document
List enables you to customize specific functionality/features, such as: Policy, Custom Fields, and Policy Display for a specific group/groups
Set = File
Enables you specify which list or lists will be associated with each group.
Example Travel Policy:
Create policy for each group as needed
Create a policy set for each group and add the appropriate policy to the set
Service Rules = Filing Cabinet
Groups = Drawer
Enables you to configure each rule to their specific requirements, by adding the appropriate sets for each travel service option.
They all work together to build a site specific to your client’s needs
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