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📄 How to Add Documentation

Upload and organize company documents, policies, or reference materials.

add-doc-gifUploading a Document

  1. Navigate to the Documents module.

  2. Select the green Add Document button [+] which can be found on the top right hand corner of the screen

  3. Either Drag and Drop your files or click Select File to browse your device.

  4. Fill in the required fields, Name and Sites, plus any other details you wish to include. 

  5. Select the green Save button which can be found on the bottom right hand corner of the screen.

Once saved, your document appears in the Documents table with a Draft status. Drafts are not yet live — you will need to select Publish to make the document available, at which point the status changes to Published.