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

From the Training Configuration page, select the Document Resources tab.
Select New, enter all required fields, and then select Save.

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.

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