Open navigation

Employee and Company Docs on Avanti Go Setup Guide

To check documents on Avanti Go, it must be added to the mobile menu. Adding documents to Avanti Go will allow your employees to view and download documents from the app. For more details, see the Employee and Company Docs on Avanti Go Overview. 

If you are displaying documents on ASSP for employees, the same documents will be displayed on Avanti Go. Document Types determine which documents are displayed for employees. For details, see Document Types.

For those interested in only company documents, skip down to How to Set Up Company Docs on Avanti Go.


How To Set Up Employee Docs on Avanti Go

Step 1: Select Display Update Menu in the Mobile Menu on the Avanti Desktop.
By default, this can be found in Web Services >> Installation and Maintenance. 

image-20240424-154803.png

Additional Information
Once you select Display Update Menu, an additional column, Update Menu, will display. The Update Menu displays all the available menu items.

image-20240425-193126.png

Step 2: In the Update Menu, right-click on Employee docs and select Add New in Avanti Menu

image-20240425-193532.png

Step 3: If you want everyone to access Employee docs, skip to Step 8; otherwise, select Hide Update Menu.

image-20240424-160558.png

Step 4: Select Employee docs and then select Modify.

Additional Information
These descriptions on Avanti Go cannot be changed.

image-20240424-160627.png

Step 5: Select * from the Selected column and click the arrow to move it to the Available column.

image-20240425-193940.png

Step 6: Select a User Group that should have access on the Available column and click the arrow to move it to the Selected Column.

image-20240424-161841.png

Step 7: Repeat Step 6 until all the User Groups that should have access are in the Selected section. Then click OK to save your changes.

image-20240424-162021.png

Step 8: Select OK to close the Mobile Menu.

image-20240425-194323.png

And that’s done.


How To Set Up Company Docs on Avanti Go

Step 1: Select Display Update Menu in the Mobile Menu on the Avanti Desktop.
By default, this can be found in Web Services >> Installation and Maintenance. 

image-20240424-154803.png

Additional Information
Once you select Display Update Menu, an additional column, Update Menu, will display. The Update Menu displays all the available menu items.

image-20240425-193126.png

Step 2: In the Update Menu, right-click on Company docs and select Add New in Avanti Menu.

image-20240424-165108.png

Step 3: If you want everyone to access Company docsskip to Step 8; otherwise, select Hide Update Menu.

image-20240425-194829.png

Step 4: Select Company docs and then select Modify.

Additional Information
These descriptions on Avanti Go cannot be changed.

image-20240424-170843.png

Step 5: Select * from the Selected column and click the arrow to move it to the Available column.

image-20240424-171303.png

Step 6: Select a User Group that should have access on the Available column and click the arrow to move it to the Selected Column.

image-20240424-171549.png

Step 7: Repeat Step 6 until all the User Groups that should have access are in the Selected section. Then click OK to save your changes.

image-20240424-171657.png

Step 8: Select OK to close the Mobile Menu.

image-20240424-171754.png

With that, company documents are now on Avanti Go.


Want to add even more features to Avanti Go? You can set up:

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.