How to add documents to the document library

Modified on Mon, 1 Jul at 3:34 PM

From the desktop, select Documentation > Document Library



You can create a folder name, type, assign it to an asset or person and select a depot.



To view documents within the folder, click on the folder name. This will either show documents saved within this folder or show any sub folders that have been created inside.

Clicking on a document will give you the option of downloading the file or deleting it >



To upload a document into a folder you will see options on the right hand side of the page e.g. add folder/upload document/add link

By clicking Upload Document you can add a document to the folder you are in.




Enter the description of the document and select the file to upload. Click Start to upload the document. 



Folders that have sensitive information like employee records can be given restricted access for GDPR purposes.




 

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