How to in Egnyte–COE procedures
• Save the COE the COE folder for your facility. Shared>HR>Personnel Folders>Facility>#Facility COE’s
• Once saved you will tag Elizabeth Hardee on the document.
• To do this, you have to go to Egnyte in your browser.
• Once logged in navigate to the same folder
• Shared>HR>Personnel Folders>Facility>#Facility COE’s
• Next to the file you will see a little comment box icon (see below)
• Click the comment box, and it will open the document and to the right side of the page will be a comments box
• To tag someone in a document type @their name (Example @Elizabeth Hardee) (See below)
• Once their name appears, click on the box so it adds their name. (You can do the same thing again if you need to tag more than one person)
• Click the purple arrow to tag them.
• To Add an additional comment (if needed) in the same box you can type what you need to say without the @ (see below)
• When finished, Click the purple arrow to the right to add the comment. This will also send that person an email letting them know you have put the document there and commented on it. (see below for what it should look like when finished)
** IF YOU GO TO THE DOCUMENT FIRST WITHOUT CLICKING THE COMMENTS ICON-you will need to click the “Comments” Tab on the right side. There is a new “Ask” AI feature and that is what pops up before the Comments section.