EverDocs Overview
Everdocs provides templates to be created and shared within Evertel. All Documents will be located in EverDocs (see image below).
With an Executive and Management role you can:
- Create EverDoc Templates
- Edit Everdoc Templates
- Create Template Categories to Organize your agency document types
- Enable/Disable Templates
- Or select templates from the Template Catalog
All Roles (users within primary agencies, not guests*) can:
- Create a Document (requires a primary agency- users can only create forms they have access to in their own primary agency; especially as a room guest).
- Share a Document to Rooms (even if room is ‘read only’).
- Edit a Document (from the EverDocs directory or from the Room it is shared).
How to Create, Share, & Edit EverDocs
Create, Share, & Edit on Web
- Go to “EverDocs”
- Select the document type you need.
- Title the Document.
- Fill all required fields (marked with a red asterisk).
- Select the Case Contact (if applicable).
- Click “Save” when you are ready!
- Create an EverDoc.
- Click “Share” in the top right.
- Open the ‘Add Rooms’ dropdown to search and select the room.
- Click the ‘Edit’ arrow to set your document permissions for that room.
- Hit “Share” when you are ready!
Note: Each room can have its own permissions
- Click “EverDocs”
- Select the document you want to edit.
- Open the document options.
- Select “Edit” to change document details.
- Enter your edits in any field.
- In the top left, click Save & Update for save options.
- Select “Save & Notify” or “Save & Notify as Urgent” to notify the room of the update. Or you may select “Save (don’t notify)”
- Your document edits have been saved and the room(s) have been notified.
Create, Share, & Edit on Mobile
- Go to “EverDocs” on Mobile
- Tap the
icon, top right, to view your available document types. - Select the type you want.
- Title your Document, by tapping the
text at the very top. - Fill any required fields in the rest of the document details.
- Tap
(top right) when you are ready.
- Create an EverDoc.
- Tap
in the the top right of the document. - Select
. - Tap the
(top right) to open the Room search and select menu. - Select a Room and hit
- Select the “Share & Notify” notification type you prefer:
- Click the “X” icon
- Select “Don’t Save” if you do not want a second room notification to the room.
Note: If you do hit save, please select “Save (don’t notify)” to avoid sending a second room notification: 
Note: Each room can have its own permissions set, when you select the room (step 5).
- In a room, long-press the document you want to edit.
- Tap Edit (yellow icon) to begin:
- Enter your edits in any field.
- In the top left, click Save & Update for save options.
- Select “Save & Notify” or “Save & Notify as Urgent” to notify the room of the update. Or you may select “Save (don’t notify)”
- Your document edits have been saved and the room(s) have been notified.
Additional details you don't want to miss!
EverDocs Template Builder
Editing Templates
Editing your EverDoc Bulletins comes with the options to Notify your room or not! When you go to edit the EverDocs, before clicking ‘Save’, you will designate which option you prefer (see below).
Finding EverDocs created by you
Document Ownership is designated when you create an EverDoc. In the EverDocs directory, you will be able to specify which EverDocs you created (see below).
- Click “EverDocs”in your left side navigation pane.
- Open the “Ownership” dropdown.
- Select “Created by me” to view all documents created by you.
- In the app, go to “EverDocs”
- Tap the magnifying glass icon in the top right
- Tap “Created by Me” to view all documents created/owned by you.
