In the Site Documents section you can upload, view and edit any files connected to the Site. It can be found on the Site profile under the folder icon.


To upload a document
:

1. Click on the 'Add Document' button and choose a file from your computer OR open your own computer folder, select a file or several files and simply drag/drop them into the gray "Drop File Here" area.

2. Click 'Start Upload'.

3. Choose who can see the document once it's uploaded. If you give access to the clients or staff to view the documents then they will show under their Documents section when they log into their account.


To delete a document click on the little trashcan icon on the right-hand side of it.

Now that you've got your files sorted, here's the next article.

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