The central document storage in Hopsy allows the storage of documents across different categories, and the option to distribute these immediately to all venues, allowing access to either central company employees only, or all venue staff.
If you would like to store documentation against 1 particular venue instead, click here for instructions.
You must be a 'company user' to manage company documentation.
As a company user you will have access to all company documentation stored.
Step 1 - Log in and head to the 'Company Home' by clicking the company name in the bottom left. This is where all company settings are configured.
Step 2 - Click the 'Documents' tab from the tab selection at the top of the page.
Step 3 - Click 'Add Document'
Step 4 - Enter the document name and details and choose a category under which the document will be listed. An expiry date can be added if necessary.
Expired documentation remains listed after expiry, but is highlighted as expired in all document indices.
Step 5 - Choose your sharing options. Here you can choose to share the document with all Hopsy users at the venue, or keep the document centrally for only company staff to see.
Step 6 - Upload your document using the 'Upload Document' button and click save.
Documents are listed immediately. If the document is shared, the venue users will also have immediate access to the documentation.
Alternatively: