Documents Area

Each site will have a documents area that all users can access and view. 

 

Files

 

To upload a file click on the 'Add' button and select 'Upload File'.  Select the File(s) you wish to upload and click 'Open'. Alternatively, you can drag and drop a file into the documents area. 

 

 

Once a file is uploaded, you can select the vertical ellipsis at the right for further options.

 

Rename - You can rename the file.

Delete - Only administrators will have this option.

New Version - If you want to upload an updated version of the file, you can use this button.

Download - Downloads a copy of the file.

Move - Allows you to move to another folder. You can also drag and drop a file into a folder.

Details - This will bring up a history of the file, including all versions of the file. You can select an older version of the file and this will download a copy.

 

 

Folders

 

To create a folder click on the 'Add' button and select 'New Folder'.  Give the folder a name and click 'Create'.

 

 

 

On a folder, you can select the vertical ellipsis at the right for further options.

 

Rename - You can rename the folder.

Delete - Only administrators will have this option.

Download - Downloads the contents of the folder.

Move - Allows you to move to another folder. You can also drag and drop a folder into a folder.

Permissions - Allows you to set permissions on viewing a folder. Ensure that you toggle on the Custom Permissions, then select the green '+' symbol to add a permission.

 

 Access can be restricted by Business area, so only those who have visibility of a business area will see the files, or by Usergroup, for example Compliance or Legal. 

 

 

 


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