How to: manage documents in SharePoint

Created by Avanti Marketing, Modified on Mon, 31 Oct, 2022 at 2:14 PM by Avanti Marketing

SharePoint (SP) contains the ORIGIN document
Channel Distribution Library (CDL) contains the DESTINATION document

Both documents must have identical names for workflows to function correctly.

To update a document that already exists in both places

Upload updated PDF document to SP.

Check a few minutes later that the workflow through to the CDL has worked.

To change a document name

First change in the CDL, then in SP.

If also updating the document, upload the updated document to SP then a few minutes later check that the workflow through to the CDL has worked.

To add a new document not previously in either place

Add to CDL and SP.

Share link to Eli and Craig. They will create workflow to link them and set permissions so docs can be viewed by users of the Introducer Portal.

To add a new document to CDL that exists in SP

Ensure the document name is identical.

Add to CDL then share link to Eli and Craig. They will create workflow to link the CDL doc with the SP doc and set permissions so doc can be viewed by users of the Introducer Portal.