Summary | Guide | Tab Overview | Uploading Documents | Downloading Documents | Editing Documents | Deleting Documents | Related Articles
Summary
The Documents tab provides and easy way to quickly search for and view any documents relevant to a site. It also provides a quick and easy way to add new documents to a site.
Guide
Tab Overview
Any documents that have been uploaded against a specific site will be visible in the documents tab. The tab displays useful information about the document such as when it was created, who it was uploaded by, what document category it belongs to, what type of file it is, and how big it is. From this page you can also add, modify, and download files from this page.
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Uploading Documents
To upload a new document against a site:
- Search for and select the relevant site and then click on the documents tab
- Click the
Upload
button on the right-hand side to bring up the upload menu
- In the box that appears, drag and drop your file or select a file from your computer
- Once selected, use the drop-down menu to select the relevant document category for the file
- When you have made all changes you need to make, click on the
Upload Files
button to start the file upload process. Once complete, it will showUpload Successful
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Downloading Documents
You can download any file from the documents tab. To do this:
- Search for and select the relevant site and then click on the documents tab
- Select
Download
from theActions
menu next to the file you wish to download
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Editing Documents
From this tab, you can modify the title and description of any file uploaded against the site. To do this:
- Search for and select the relevant site and then click on the documents tab
- Click the
Edit
button on the right-hand side to bring up the upload menu
- In the box that appears, enter the new title and description you want to add and click
Update
to save your changes
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Deleting Documents
If a document is no longer needed, it can be removed from a site from the Documents tab
Warning: Deleting a document is permanent. This cannot be undone.
- Search for and select the relevant site and then click on the documents tab
- Click the
Edit
button on the right-hand side to bring up the upload menu
- A window will appear confirming the change. Click
Delete
to remove the document
