회사 관리 검색
처리자 큐 관리
회사 툴 소개
경비 유형 및 계정 코드 관리
감사 규칙 생성
차량 주행 거리 유지보수
대리인 구성 유지보수
이메일 알림 구성
리스트 관리 구성
참석자 구성
영수증 처리 구성
위치 작업
인쇄된 리포트 수정
세무 관리 유지보수
Concur Expense Professional 사이트 사용자 정의
워크플로우 유지보수
Cognos 설정 유지보수
테스트 사용자 생성
교육 문서 유지보수
출장 수당 구성
사이트 설정 구성

Maintaining Document Resources

Objective

After completing this lesson, you will be able to manage document resources.

Document Resources Overview

Document Resources are the Quick Start Guides displayed in the Guides and FAQs section of the Training page. You can add links to documents outside of Concur here.

The image displays a Training Configuration page with the Document Resources tab highlighted. A language dropdown shows English and buttons include New, Modify, and Remove. A table lists Display Order, Type, Name, Area, and Active. Two documents appear: Concur Expense QuickStart Guide in the Expense Report area and Concur Travel QuickStart Guide in the Travel area. The Active column shows checked boxes for both entries.

Maintain Document Resources

To maintain document resources:

Steps

  1. From the Training Configuration page, select the Document Resources tab.

    The image displays a Training Configuration page with the Document Resources tab highlighted. A language dropdown shows English, and action buttons include New, Modify, and Remove. A table lists Display Order, Type, Name, Area, and Active. Entries include Logging on to Concur, Updating Your Travel Profile, Exploring the Concur Home Page, Booking a Flight, and multiple Expense Report tasks. All rows show Type as Simulation and Active as checked.
  2. Select New, enter all required fields, and then select Save.

    The image displays a Training Configuration page with the Document Resources tab visible. A highlighted Training Resource dialog appears, showing fields: Language set to English, Type set to Document, Area with a dropdown, Name, Description, and Resource URL. Save and Cancel buttons sit at the bottom of the dialog.

Summary

  • Add and manage external document resources for user training.
  • Access document resource settings in Training Administration > Document Resources.
  • Add links to external documents for easy user access.
  • Use the "New" button to add new document resources.
  • Save changes to update the available document resources.