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Storing & Accessing Documents

Contents

1. Document repositories

2. Uploading documents

3. Bulk uploading documents

4. Editing document details

5. Downloading documents

6. Filtering documents by signing status

7. Related Articles

 

1. Document repositories

The Documents tab is the repository for all the trust’s documents:

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2. Uploading documents

You can upload documents into the document repository by clicking the I would like to… menu:

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You can then search for or drag and drop the document into the uploading screen, and record the name, type, signing date, and other details for the document:

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3. Bulk uploading documents

You can upload multiple documents simultaneously by selecting the Bulk upload documents option:

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Note that when uploading documents in bulk, only a single document category can be selected. The document file names also cannot be changed in the uploading process, meaning the documents will be titled according to the files being uploaded. If required, you can edit these details once the document is uploaded.

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4. Editing document details

To edit the details for a document, simply select the document you want, click on the cogs, and click on edit:

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5. Downloading documents

To download a document, simply select the document you want, click on the cogs, and click on download:

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6. Filtering documents by signing status

Documents can be filtered by signing status, to easily see documents you’re waiting on to be signed:

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7. Related Articles

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