Organisation

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.

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 foldershould be available (if required), & Save.

To share folder with user(s), select either “All Users” or “Selected Users” by clicking respective radiobutton.

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.

Org

Create Folder Page

Folder Created

Create subfolderDelete folderEdit folder details

Select user(s) to share folder

Shared user(s)

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 MBPCloud

(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.

Org

Document Upload Page

Document Uploaded View document versions

Document shared with following users

Select users

Click to send upload notification to users

Notification to following users

Attach certificate here

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 MBPCloud Document Repository System.

Sincerely, MBPCloud DRS System

Org

Here, click on the “Replace Attachment” button besides the attachment.

Attach the newer version, and click “Update” button.

Click to upload new version

Attach new version here

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 view

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 search

Enter entity name

Search result

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 List

select document to action

View document versions

Select action to perform on selected document

Click „+‟ to view subfolders

Click to view documents under this folder

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.

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

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 view

Add new policy to your Business Library

Attach policy here

Select users to share policy

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).

THANK YOU!

For further information please contact us:

Telephone : 1300 276 266

Email : support@mbpcloud.com