Organisation
Org
Org. provides staff with information they need to know about your business organisation.
Access list of customizable p...
Org
Certificates – Securely store your business certificates online in an organised folder structure with controlled
user ...
Org
Create Folder Page
Folder Created
Create subfolderCreate subfolderDelete folderDelete folderEdit folder detailsEdit fo...
Org
“Upload” button – upload your business certificates to folders created.
 Choose folder from dropdown to save document...
Org
Document Upload Page
Document Uploaded View document versionsView document versions
Document shared
with following use...
Org
The following E-mail notification will be auto-triggered to all chosen user(s)informing them of the upload.
Replacing ...
Org
Here, click on the “Replace Attachment” button besides the attachment.
Attach the newer version, and click “Update” bu...
Org
You can view all versions of a document by clicking “View” button of the document in the Document List.
You will be di...
Org
“Search” button – Search Stored Folders & Documents.
 Choose entity (folder/document) to search by selecting from res...
Org
“List” button – View all your saved Folders & Documents.
 Clicking “List” icon will list all your saved folders.
 Cl...
Org
Key Positions & Roles Policy – Key positions & roles policy of your business saved here. Click to view.
KnowHow – Know...
Org
Policies – Your business policies saved here.
Clicking “Policies” menu directs you to the below page, with 2 submenus ...
Org
“Business Library” your library of standard organisational policies that you wish to use in your business.
These may b...
Org
Position Descriptions – Position descriptions of your business saved here.
Clicking “Position Descriptions” menu direc...
THANK YOU!
For further information please contact us:
Telephone : 1300 276 266
Email : support@myofficehub.com
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Organisation

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MBPCloud Org. provides staff with information they need to know about your business organisation.

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Organisation

  1. 1. Organisation
  2. 2. Org Org. provides staff with information they need to know about your business organisation. Access list of customizable policies. Add your own policy. Send us your organisation related documents, charts and we will upload them to your MBPCloud Org. Clicking “Org” icon in MBPCloud home page directs to below page. Welcome – Brief description about Org App About Us – Description about your company and the services you offer. Business Entities & Locations Policy – Information about your business entities & locations policy saved here. Click to view.
  3. 3. Org Certificates – Securely store your business certificates online in an organised folder structure with controlled user access. Clicking “Certificates” menu directs to the below page. Here, you can create folders, save documents (certificates) in these folders, share folders/documents with selected users, replace saved documents with newer versions, track document versions, archive & delete documents. “Create” icon - create new folders & sub-folders. Enter details such as folder name & description, choose users to share folder, period during which folder should be available (if required), & Save. To share folder with user(s), select either “All Users” or “Selected Users” by clicking respective radio button. Then from the user-list appearing in left, choose user(s) and click “>>” button. Selected user(s) gets shifted to the right-side user-list box. The folder created will be shared with these user(s). Once saved, the folder will be included in your folders list.
  4. 4. Org Create Folder Page Folder Created Create subfolderCreate subfolderDelete folderDelete folderEdit folder detailsEdit folder details Select user(s) to share folder Select user(s) to share folder Shared user(s)Shared user(s)
  5. 5. Org “Upload” button – upload your business certificates to folders created.  Choose folder from dropdown to save document, enter document details such as name & description, choose document type from dropdown, users to share document, browse & attach document, and Submit.  You can enable notification to be sent to users informing them about the uploaded in myofficehub (optional).  To send notification, tick “Enable Notification” check-box.  Select user(s) from left-side user-list box, shift chosen user(s) to right user-list box.  Once you have uploaded the document to the folder, a notification message will be auto-triggered to all chosen user(s) via email informing them of the upload.  Once submitted, the document gets saved in the chosen folder.  To view versions of a document, click “Versions” button alongside that document.
  6. 6. Org Document Upload Page Document Uploaded View document versionsView document versions Document shared with following users Document shared with following users Select usersSelect users Click to send upload notification to users Click to send upload notification to users Notification to following usersNotification to following users Attach certificate hereAttach certificate here
  7. 7. Org The following E-mail notification will be auto-triggered to all chosen user(s)informing them of the upload. Replacing a document with a newer version You can replace a document with a newer version by maintaining the record of the previous version(s). To upload newer version of an already uploaded document, click “Edit” button besides the document to replace; in uploaded Document List. Dear User, [User Name] has uploaded [Document Title] in myofficehub Document Repository System. Sincerely, myofficehub DRS System Dear User, [User Name] has uploaded [Document Title] in myofficehub Document Repository System. Sincerely, myofficehub DRS System
  8. 8. Org Here, click on the “Replace Attachment” button besides the attachment. Attach the newer version, and click “Update” button. Click to upload new version Click to upload new version Attach new version here Attach new version here
  9. 9. Org You can view all versions of a document by clicking “View” button of the document in the Document List. You will be directed to the ‘Document History’ page that lists all versions uploaded for that document. You can also view all document versions through the “List” page (explained latter in this presentation). Click to viewClick to view
  10. 10. Org “Search” button – Search Stored Folders & Documents.  Choose entity (folder/document) to search by selecting from respective check-box.  Enter entity name to search.  The search result will be displayed in grid below. Select entity to searchSelect entity to search Enter entity nameEnter entity name Search resultSearch result
  11. 11. Org “List” button – View all your saved Folders & Documents.  Clicking “List” icon will list all your saved folders.  Click a folder from the list to view all documents saved under it.  Documents can be Moved between folders, Archived and Deleted.  To action a document, select document from grid by ticking respective check-box.  Then select action to perform from dropdown list and click “OK” button.  You can also view versions of an uploaded document through the Version “View” button. Folder ListFolder List select document to action select document to action View document versions View document versions Select action to perform on selected document Select action to perform on selected document Click ‘+’ to view subfolders Click ‘+’ to view subfolders Click to view documents under this folder Click to view documents under this folder
  12. 12. Org Key Positions & Roles Policy – Key positions & roles policy of your business saved here. Click to view. KnowHow – Know how Org App works Mission Statement – Mission statement of your business saved here. Click to view. Newsletters – Securely store your business newsletters online in an organised folder structure with controlled user access (as explained in Certificates). Licensing – Your businesses licensing information saved here. Click to view. Organization Chart – Your businesses organization chart saved here. Click to view.
  13. 13. Org Policies – Your business policies saved here. Clicking “Policies” menu directs you to the below page, with 2 submenus – Master & Business Library “Master Library” a library of master standard organisational policies, for your reference. All documents are fully customisable to suit your business. The master documents you wish to use are copied across to the Business Library. Standard policies. Click to view Standard policies. Click to view
  14. 14. Org “Business Library” your library of standard organisational policies that you wish to use in your business. These may be altered Master Library policies or your own business policies that you originated.  Click “Add New” button to add a new policy to your Business Library. Enter policy details, select document type, share with users (if applicable), select subscribed services, attach document, and Save. Policy gets listed in your Business Library. Click to viewClick to view Add new policy to your Business Library Add new policy to your Business Library Attach policy hereAttach policy here Select users to share policy Select users to share policy
  15. 15. Org Position Descriptions – Position descriptions of your business saved here. Clicking “Position Descriptions” menu directs you to the below page, with 2 submenus – Master & Business Library. “Master Library” a library of master standard organisational position description documents, for your reference. All documents are fully customisable to suit your business (as explained in Policies Master Library). “Business Library” your library of standard organisational position description documents that you wish to use in your business. These may be altered Master Library documents or your own business documents that you originated (as explained in Policies Business Library). 
  16. 16. THANK YOU! For further information please contact us: Telephone : 1300 276 266 Email : support@myofficehub.com

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