Systematic
Guide - Documents

Systematic Documents

Documents are a way to give staff access to a library of information they may need. Documents are often used to deliver Manuals, recipes, menus, brochures, rosters. You can also post pictures and videos.

There are two ways to create a document in Systematic:

  1. Create the document, picture, or video content and then import it into Systematic.
  2. Create simple (text + image) documents directly in Systematic itself.

Import a document

For complex documents that you’d rather create externally, or have made already, the best way is to import the document from a cloud-based folder.

  1. Create your content, and save as a PDF, image, or video.
  2. Save the content to a folder your iOS device has access to. This could be something like iCloud Drive, Dropbox, etc.
  3. Go to the ‘Organisation’ tab in Systematic Manager, select ‘Documents’, and hit ‘+’ to create a new document.
  4. Enter a title.
  5. Tap ‘Add Document’, and select ‘Import From Documents’.
  6. Choose your content from the chooser that pops up.
  7. (Optional). Select a document category instead of ‘Other’.
  8. Assign your document to the stations that need it.

Create a document in Systematic

For simple documents that only need basic text and images, you can create a document directly in Systematic with the document editor. The document editor works the same as the form editor, except that it does not include the editable form fields.

  1. Go to the ‘Organisation’ tab in Systematic Manager, select ‘Documents’, and hit ‘+’ to create a new document.
  2. Enter a title.
  3. Tap ‘Add Document’, and select ‘Create Document’. You could take a photo/video here if you wish.
  4. Use the Systematic form editor that pops up to create your form.
  5. (Optional). Select a document category instead of ‘Other’.
  6. Assign your document to the stations that need it.

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