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Documents

Updated over 3 weeks ago

View and Manage Documents

  • Go to Documents

  • Use the Eye icon in the Actions column to view and edit a document.

  • You can also Download or Delete documents from the same menu.

Add Document

To add a new document:

  1. Select the Date (default is today).

  2. Set an Expiry Date if required.

  3. Choose the Document Type.

  4. Click Save.

Bulk Actions

You can perform actions on multiple documents at once:

  1. Select one or more documents.

  2. Click the three-dot menu in the top-right corner.

  3. Select the required bulk operation.

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