Click the Add Document button to upload a new file. A new screen will appear where you can enter the necessary information.
Title: The title of the document. This will be displayed as the document's name.
Description: A brief description of the document, displayed underneath the title.
File/URL: Choose whether the document is an uploaded file or a web-based document. Depending on your selection, the field below will update to allow you to either upload a file or enter a URL.
Type: Select the document type (configured in the Document Settings page). This determines the document’s colour coding and enables filtering on the Documents page.
Allow all staff to view?: This option is enabled by default. When enabled, all staff members with access to the Documents page can view the document. If unchecked, a Staff Member Types drop-down will appear, allowing you to choose specific staff member types who can access the document.
Bulk Upload: You can also upload documents in bulk by dragging and dropping files into the “Drop files here or click to upload” area.
Note: Documents uploaded this way will automatically use the file name as the document title and will be visible to all staff members by default.