- Overview
- Prerequisites
- Navigating to Document Management
- How Document Management Works
- Frequently Asked Questions
Overview
The Document Management feature enables ISOs to efficiently organize, manage, and control access to important documents within Merchant Central.
With this feature, administrators can create structured document sections, upload and manage files, and define access permissions at both the section and document levels. This ensures that the right users have access to the right information, improving operational efficiency, compliance, and the overall user experience.
Prerequisites
- Users must have the Manage Documents and Document Access user class permissions.
Navigating to Document Management
To open the Document Management page, use the main sidebar and navigate to Manage → Documents → Document Management. The screenshot below shows the Document Management page.
To view published documents, click Documents in the sidebar. On this page, you can browse and download published documents organized by section, and use the search box at the top of the page to quickly find specific documents.
ℹ️ If you are an administrator, you will also see edit icons on document sections and the Add Document button. These shortcuts take you directly to the Document Management page, where you can add and update documents and sections.
How Document Management Works
Documents are displayed in one or more document sections, which you can create to organize different document categories. After sections are created, you can upload documents into the appropriate section. Users can then access those documents from the Documents page.
To ensure documents are visible only to the appropriate users, you can set access permissions at the section level for user groups and user classes. By default, documents uploaded to this section are only accessible to the user groups and user classes selected in the section’s permissions.
Adding and Configuring Document Sections
To add a document section, follow the steps below:
- Navigate to Manage → Documents → Document Management.
- Click Add New Document Section.
- Enter the following details:
- Section name
- Description (optional)
- Assigned user groups and user classes
-
Click Save.
Once a section is created, you can manage it using the available action shortcuts. You can:
- Delete a section
- Edit section settings and permissions
-
Add or remove documents within the section
By default, all sections are displayed across all groups. To filter sections for a specific group, select the group from the dropdown at the top of the page.
To rearrange the order of sections, select a group and drag a section into a new position.
ℹ️ Changes to section order apply only to the currently selected group.
Adding and Managing Documents
To manage documents within a section, click the Add/Remove Documents button on that section.
Within the section configuration page, use the top menu bar to:
- Add a subsection
- Upload a new document
-
Update or delete documents in bulk after selecting the documents
ℹ️ Documents inherit section permissions by default, but you can edit permissions for individual documents if needed.
ℹ️ Drag and drop documents or subsections to reorganize them within a section.
Frequently Asked Questions
- Who can manage documents? Only users with the Manage Documents permission can create sections, upload files, and manage access.
- Can I control who sees specific documents? Yes, permissions can be set at both the section and document levels.
- Can I reorder sections differently for each group? Yes, section order can be customized for each user group.
- Do documents inherit permissions automatically? Yes, documents inherit permissions from their parent section by default, but those permissions can be modified individually.
- Can I update multiple documents at once? Yes, use the bulk selection checkboxes and action buttons to update or delete multiple documents.