MYP provides the ability to upload and manage both client and internal documents, attach them to a client and track who has access to these documents. A 5GB amount of storage is provided as part of the myDocs subscription but increased storage space can be purchased via the ‘Manage settings’ tile or the MYP Champion can increase the storage via ‘Subscription + training management’ in the side navigation menu.
myDocs integrates with ARM Lite, ARM and ARM Pro.
NB: The myDocs Administrator needs to customise documents and complete all parts of the ‘Manage settings’ page prior to staff accessing myDocs.
Key features of myDocs
- Eliminate document versions – Updated documents automatically replace previous versions, files names are modified to identify the version
- Easily locate your files – Store your documents using custom categories + file types; locate files using an intuitive search functionality
- Set staff permissions – Set access to documents based on category or type to ensure security around confidential files
- Improve file security – Stored in the cloud + protected by three levels of back-up + disaster recovery, files can be accessed securely, anywhere, anytime
myTraining for myDocs
Click here to access the myDocs Certified Training myTraining course where you will be attributed Level 2 Support upon completion.
myDocs recommended permissions
Click here to view the recommended permissions for myDocs.