Add New Documentation

Organize and link your SOPs and floor plans to forms

  1. Navigate to Resources -> Documentation
  2. At the top of the page you will find the Tool Bar, select the Add Button
  3. Drag and drop your file or select 'browse' to select a document from your computer
    • Name the Document
    • Assign a Version Number
    • Select a folder (if applicable)
    • Select the Forms to Link it to (Document will appear under the Documentation Tab of the Form)
  4. Select Save Document