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Document Management

Updated over 2 years ago

Adding Documents

There are two types of document uploads.

  • Single Document uploads

  • Multiple Documents uploads

To upload a single document, follow the below steps:

Type in the File Title (this is the name that will display wherever this document is listed, e.g., in the board book.)

  • Browse to the appropriate file

  • Click on Upload/Save

Bulk Document Upload

To upload multiple documents, follow the below steps:

Please note: This screen contains both single and multiple document uploads.

Please note: Multiple Document upload uses the file name as the file title.

There are two methods for uploading documents, drag and drop and select.

Drag and Drop Option:

  1. Open Windows Explorer

  2. Select using either the Shift key or Ctrl key and a left mouse and highlight the documents to be uploaded.

  3. Dragged over to the box.

  4. Click on Upload

Select Option:

  1. Click on Select files

  2. Select using either the Shift key or Ctrl key and a left mouse and highlight the documents to be uploaded.

  3. Click on Upload

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