Document Management

Add document to people, location, client

Margot Seesmaa avatar
Written by Margot Seesmaa
Updated over a week ago

The general Document Management tab allows you to upload, view and edit all the documents within the system from one place.

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 people to view the documents then they will show under their Documents section when they log into their account.

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