How do I add a document?

Overview

The Document Module offers a centralised space for storing and sharing documents across your organisation. It enables efficient communication and resource access while giving administrators full control over structure and visibility.

Adding a New Document

1. Navigate to the Documents Module from the left hand menu

2. Click the Add Document Button

3. Work through the Details tab to complete the documents details

4. Press Save

Editing an Existing Document

1. Navigate to the Documents screen

2. Locate the document you want to update

3. Press the down arrow

4. Click Edit and work through the details to make changes

5. Press Save

Archiving a Document

1. Navigate to the Documents screen

2. Locate the document you want to update

3. Press the down arrow

4. Click Edit

5. Toggle the Active switch

6. Press Save

Restoring a Document

1. Go to the Documents Page from the main menu on the left.

2. Once the page loads, click the cog icon in the top-right corner.

3. The Settings panel will slide out.

4. Scroll down to the Restore option.

5. Click Documents.

6. Toggle the document you would like to restore.

7. Click Restore.