Articles on: Documents

I can upload and manage my documents


Uploading a Document


Step 1: Navigate to the page where documents are available.


Step 2: Click on Upload a document.


Step 3: Select the document type.



Step 4: Choose the file from your computer.


Step 5: Modify the file name if necessary.


Step 6: Choose a status and click on Upload. The uploaded document replaces the existing document template. Verify the upload with the sign next to the document name.




Creating a New Document Type


Step 1: Add a new document type by entering its name.


Step 2: Click on Add.


Step 3: Choose a file from your computer.



Step 4: Finalize the document name.


Note that custom document types do not have a status.


Step 5: Click on Upload. The new document appears in a new row.


Updated on: 08/10/2024

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