Document Management
3 guides
Document Management Area
The article provides a comprehensive guide to setting up and managing the document management module in Halo. It covers enabling and configuring the module, setting agent permissions, and navigating the documents area. Key features include uploading, editing, and managing document versions, with options for table or catalogue display views. Agent permissions can be set for varying levels of access, and folder access control can be enabled to manage who can view, modify, or own folders. The guide also explains how documents can be attached to tickets and actions using the module.
Document Management for Customers, Sites and Users
This guide details the management of documents for customers, sites, and users, highlighting the setup and use of the document management module. It explains how to enable document management, upload and view documents within customer, site, and user profiles. The guide also covers permissions for viewing documents, organizing documents into folders, and managing document versions. Users can upload documents via the self-service portal, subject to permissions. Additional features allow for document organization and folder user visibility settings.
SharePoint Integration
This article provides a comprehensive guide to integrating SharePoint with Halo to sync documents. It covers enabling and configuring the SharePoint module, setting up authentication methods via Azure, and mapping SharePoint sites to Halo folders. The guide includes detailed steps for creating tenants, configuring authentication, and managing document mappings. Additionally, it explains using webhooks for syncing file updates and outlines how to upload scheduled report data to SharePoint for use in PowerBI. The integration facilitates efficient document management and reporting between SharePoint and Halo.