Onit's new General File Sharing capability within ELM enables clients and vendors to exchange key operational documents within the system. With this new functionality, both clients and vendors can upload, review, and maintain visibility into shared documents tied to their business relationship.
Here's how the General File Sharing feature works on the client (ELM) side.
Using General File Sharing
Within a vendor record, you'll see two new tabs: Vendor Documents and Our Documents.
Vendor Documents
Under the Vendor Documents menu, you can view files shared by the vendor. You'll see the notation of Documents Shared With Us in the upper left-hand corner of the screen.
The main screen will display the Type of file, the File Name, a Description, the Category, the Label, the Date Uploaded, the name of the person it was Uploaded By, and the Size.
Click on the up/down arrows next to any column to sort by that column. Click on the blue link under each File Name to download the file. You can also bulk-download the files using the white boxes next to each file (click the top box to select all). Use the Search bar to search for a specific file.
Our Documents
Under the Our Documents menu, you can upload files to share with the vendor. You'll see the notation of Documents Shared by Us in the upper left-hand corner of the screen.
The main screen will display the Type of file, the File Name, a Description, the Category, the Label, the Date Uploaded, the name of the person it was Uploaded By, the Size, and an Action menu.
Click on the up/down arrows next to any column to sort by that column. Click on the blue link under each File Name to download the file. You can also bulk-download the files using the white boxes next to each file (click the top box to select all). Use the Search bar to search for a specific file.
Click on Upload Files to upload a new file to the system.
After clicking on Upload Files, you'll see this screen. Click Select Files or drag and drop the file(s), then click Next to proceed or Back to cancel.
From there, fill out the Category and Label for the file from the drop-down menus and fill in a Description. You can also hit the Trash button (trash can) to remove a file.
Click Upload Files to upload to the system.
NOTE: The Category and Label list options are adjusted in the client settings; contact your Onit representative to adjust.
You'll see the Files uploaded successfully message on the main screen.
