Accessing Document Management
From the main menu, click Documents. You’ll be taken to the document dashboard, where you can:
View all folders and subfolders
Navigate through your document structure
Upload and manage files
Creating and Managing Folders
To organise your files:
Click the three dots (•••) next to a folder
Choose from the available options:
Add Subfolder: Create a folder inside the selected folder
Edit: Rename the folder
Add to Favourites: Pin important folders for quick access
Delete: Remove the folder
This allows you to build a structured folder system for your organisation.
Folder Structure & Navigation
Folders are displayed in a sidebar on the left.
You can:
Click a folder to view its contents
Expand folders to see subfolders (e.g. Melbourne Clients, Perth Clients)
Navigate between different document groups easily
Uploading Documents
To upload files:
Open the folder where you want to upload the document
Click + Upload (top right), or
Drag and drop files into the upload area
Supported file types include:
PDF
DOCX
Images (PNG, JPG)