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.