📄 New Design - Strato Document Management

New Design - Strato Document Management

Strato Document Management is a file management system that provides secure organization and access of employee lifecycle documents. It enables users to access and retrieve their files easily, and enables admins to manage the files of multiple users.

Strato Document Management has three components, each with their own case. The Profile page enables users to manage their own files, while the Files tab enables admins to manage the files of a specific users. Admins can also use the All Files page to manage the files of all the users that are accessible to them.

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This feature is currently in Alpha. Features are still being actively developed and may be subject to change.

Users can install this feature in the Upgrade Center.


Access

Each of the components of Strato Document Management are accessed in specific ways.

Profile Page

Users can access their Profile page by clicking the Profile card in the Strato homepage.

Files Tab

Users and admins can access the Files tab by viewing the User Information page of a specific user.

All Files

Admins can access the All Files page via the Strato App Menu button.


Features

Strato Document Management enables users to organize, access, and manage their files efficiently. It has three components:

  1. The Profile page
  2. The Files tab in the User Information page
  3. The All Files page

Profile Page

The Profile page provides a user with a list of all their own files.

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Learn more about how to navigate the Profile Page.


Files Tab

The Files tab in the User Information page provides users and admins with a list of all the files for a specific user. The Files tab enables users and admins to access the files of other users by navigating to their respective User Information pages.

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Learn more about how to navigate the Files Tab.


All Files Page

The All Files page provides admins with a list of the files of all the users that are accessible to them, as defined by the relevant Policies. This includes both their own files and the files of other users.

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Learn more about how to navigate the All Files Page.


Continue Setting Up

After you install the New Design - Strato Storage, it is recommended that you learn how to manage files in Strato Document Management, using the different actions available.


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