Documents Feature

Documents Feature

Objective


Provide a walkthrough of how to use the Documents Feature including creation, deleting, and adding a Document Folder


Click "Features" then click "Documents", all steps below take place within this feature location.

Adding a Document


Select "Features" then click “Documents” 


Click “+ New”



Enter a name in the "Name" field 



Choose an image from the library or upload your own image (OPTIONAL)

      

Upload a file (.doc, .xls, .pdf)  by dragging the file into the "File Upload" or click on "File Upload" and navigate to where it's stored on your device



Verify Secured Access settings (Premium Feature)

Click “Ok” 

Editing a Document

Click the pen (Edit) to the right of the document title you wish to edit.



Click on the red "Choose another file" box 



Click "File Upload"



Choose a new file to upload



Adding a Documents Folder



   

Click “+New Folder” in the upper right-hand corner





Name the folder, decide who can see it via Secured Access, & Click “Ok”



Pinning/Ordering Documents

 Locate the document you wish to pin and click the pushpin icon



Up and down arrows will appear next to the document



Use the arrows to locate your desired numbered position and press OK OR Click the "Edit" button beside the document you wish to pin

      

Adjust the number in the "Pin to Position" box

      

Click "OK"
 



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