How to add documents

STEP 1

Go to documents in the menu on the left.

A screenshot of a computer

Description automatically generated

STEP 2

Select where you want the document to be located.

STEP 3

Click on ADD DOCUMENT on the top right of the page.


STEP 4

Drag the or click and select the document you want to add to the document manager.

There is a max of 25MB and all the documents listed in the image are the documents you can add.

STEP 5

Give the document a name, the document type and who has permission to see the document. You can also link the document to a machine and set an expiration date on the document.

STEP 6

Click on upload.

If you delete a document they will stay for 30 days until they are deleted permanently. You can restore deleted documents.

Expired documents can be extended by users that have permission on the document.

The user that creates the document can set the share permission.

If you wish to download the documents you added, click on the three dots and click on download. You can also see document info.