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Feature Request #3475

closed

Docuvault Access

Added by Kathy Zastoupil 13 days ago. Updated 3 days ago.

Status:
Closed (Resolved)
Priority:
Medium
Author:
Kathy Zastoupil
Assignee:
Kathy Zastoupil
Milestone:
-
Start date:
Jan 22, 2026
Due date:
Jan 31, 2026
% Done:

0%

Estimated time:
2:00 h
Time log:
2:30 h
Quote History

Description

I am requesting access to Docuvault on Salesforce.

 

I will be uploading personnel files to each staff member's file and was advised to upload them to docuvault instead of uploading them under notes and files.

 

--

Hershell Hardimon

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 #1

Updated by Anonymous 13 days ago

  • Status changed from Opened to Assigned
  • Priority changed from Low to Medium

Hershell has been granted a license but we need to increase the license count with Docuvault -- this can be tracked under this ticker or in a related one

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 #2

Updated by Kathy Zastoupil 12 days ago

  • Due date set to Jan 31, 2026
  • Status changed from Assigned to In Progress
  • Estimated time changed from 0:15 h to 2:00 h

David gave Hershell Docuvault access.

I added Docuvault Folders and upload to the Human Resource Tab and Traind Hershell how to 

create folders and upload Documents.

 

I will be checking on the costs of adding additonal Licenses for Docuvault.

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 #3

Updated by Kathy Zastoupil 3 days ago

  • Status changed from In Progress to Closed (Resolved)

Completed

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