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How to add documents to the Help & Support Centre

Upload local guides and resources so users can access them directly within SystemView.

In this article


Access Learn Administration

To upload and manage Help & Support content, first navigate to the Learn Administration area.

  1. Click the down arrow in the top-right corner of SystemView
    User Management 1
  2. Select Applications from the dropdown menu
    User Management 2
  3. Select Learn Administration from the left navigation panel or applications menu
    application learn admin

This opens the Learn Administration page, where documents and videos can be managed.


Upload a document

To add a new document to the Help & Support centre:

  1. Select Documents from the resource menu on the left

    resources menu

  2. Click Add File in the top right-hand corner

    add file

  3. Upload your file:
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    • Drag and drop the file into the upload box, or
    • Select the file from your computer
  4. Enter document details:
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    • Title: The name displayed to users
    • Description: A short summary of the document content
  5. Set the document status:
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    • Draft (default), or
    • Published (visible to users)
  6. Click Upload.
    Upload

Once uploaded, the document will appear in the documents list on the Learn Administration page. If published, it will also be available to users in the Help & Support centre.

Documents list learn admin-1

ℹ️ Note: Only PDF files are supported.


Publish or save as draft

Documents can be managed as drafts before being made visible to users.

  • If uploaded as Draft, the document is only visible in Learn Administration
  • When ready, update the status to Published to make it available in the Help & Support centre

Once published, all users with access to Help & Support can view the document.

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Manage existing documents

Reorder documents

The order shown in Learn Administration determines how documents appear in the Help & Support centre.

Click and drag a document to change its position in the list

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Edit a document

To update a document’s title, description, or status:

  1. Locate the document in the list
  2. Click the pen icon in the Actions column
    action - edit
  3. Make your changes and save

Delete a document

To remove a document:

  1. Locate the document in the list
  2. Click the red bin icon in the Actions column
    action - bin