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E-Folder is a secure digital file storage for work documents integrated directly into the system. Upload, create, organize, and share documents all in one place, accessible from anywhere. Because it lives within the system, your work files are always where yo...

Use this form to request official approval for international travel.  Step 1 Initiate request From the E-Approval module, click Initiate. Select the Forms tab, then click Travel clearance from the list. Step 2 Fill in the Head section Enter a Title for th...

Using the PMS Total Dashboard Follow this guide to access and use the Project Management System (PMS) dashboard in GSAS. The dashboard helps you review project status, budgets, sectors, tasks, priority projects, development partner funding, approvals, program...

This page walks you through the everyday tasks you will use in E-Folder. Most actions work the same way across the Public, Division, and Private folders, any differences are noted where they apply. Opening a folder From E-Folder, double-click the folder car...

This page explains how to create a task directly from a registered document in E-Approval. The task is linked to the original document, assigned to selected users, and can be tracked from both the document view and the Tasks module. Before you begin: The do...

Use sharing when internal or external system users, and non-system users need access to a file or folder from E-Folder. You can share both files and folders, and the access you give depends on the permission you select. Step 1 Open the sharing options Open ...

Groups are collaborative workspaces where users from one or more institutions can store, organize, and share files together. Each group has its own folder space, separate from your personal folders. You can be a member of multiple groups at the same time. Ac...

This page explains how to submit a document from E-Folder for signing using Invite to Sign.  Before you begin: The document must already be a PDF uploaded to E-Folder, in any folder or subfolder. Only the user who uploaded the document can invite others to...

Use Initiated By Me to create task projects, add tasks, assign users, and organize work with due dates, priorities, labels, and subtasks. Before you begin: A task must belong to a task project. If the project does not already exist, create the project first...

Learn to review a task, update its progress, add supporting files, communicate through comments, and track its history. Anyone with access to a task — whether they were assigned to it or created it — can open it and use the actions on this page, unless noted ...

Use Share to give another user access to a task project. The user the task has been shared with can access it from Shared with Me within the Tasks module. Before you begin: You must have permission to manage or share the task project. Open the Share Win...

The Tasks dashboard gives you an overview of task projects, assigned work, deadlines, progress, and completion status. Click Tasks in the main navigation menu. Read the Dashboard Use the filters at the top — Project, Task Sources, From Date, and To Date —...

The Tasks module helps you organize, assign, and track work across your institution. Every task belongs to a task project, and tasks are grouped based on whether they were assigned to you or created by you. Task Categories Category Use it to Assigned ...

The Reservations module lets you book shared facilities, such as meeting rooms, boardrooms, and equipment, and keep track of your requests in one place. Sidebar Sections The sidebar on the left gives you access to the main areas of the module. Dashboard, Faci...

This page walks you through finding a facility and reserving it. Browse Facilities Go to Reservations → Facilities to see everything available to book. You can use Search facilities(1) to look up a facility by name, or Search by Manager(2) if you know who ov...

Once you've submitted a reservation, My Reservations is where you go to review it's status. Open My Reservations Go to Reservations → My Reservations. By default, your bookings appear in Grid view, but you can switch to whichever layout suits what you're tryi...

If you manage one or more facilities, this page covers how to review incoming reservation requests and how to update a facility's settings. You can only see these options if you've been assigned as a facility manager. Approving or Rejecting a Reservation Go t...