Where can I upload and view documents in IntelliFront BI?

In Document Repository you can upload files and download files created by other users.

Document Repository - Library

In Document Repository you can upload files and download files created by other users. The file must be less than 10MB. 

  • Go to Library and select Document Repository.

KPI's and Dashboards: Document Repository in IntelliFront BI.

KPI's and Dashboards: Document Repository in IntelliFront BI.

Uploading a New File 

KPI's and Dashboards: Document Repository in IntelliFront BI.

  • Click New File. 

KPI's and Dashboards: Document Repository in IntelliFront BI.

  • File Name: Enter a File Name.
  • File Description: Enter a description of the file.
  • Groups: Use groups to determine which groups of people have access to the file.
Groups must have been set up within Users and Groups - Groups Manager
  • Select File: Click the Choose File button to select the file to upload. 
  • Click Save

Once the file has been saved successfully the following screen will be displayed.

KPI's and Dashboards: Document Repository in IntelliFront BI.

Downloading the File 

  • Click the Download File button under the Action section.

KPI's and Dashboards: Document Repository in IntelliFront BI.

Creating a Folder

  • Click New Folder.

KPI's and Dashboards: Document Repository in IntelliFront BI.

KPI's and Dashboards: Document Repository in IntelliFront BI.

  • Folder Name: Enter a Folder Name.
  • Folder Description: Enter a description of the folder.
  • Groups: Use groups to determine which groups of people have access to the file.

Groups must have been set up within Users and Groups - Groups Manager

  • Click Save

Once the file has been saved successfully the following screen will be displayed.

KPI's and Dashboards: Document Repository in IntelliFront BI.