Accessing Document Management
From the main menu, click Document Management. You’ll be taken to the document dashboard, where you can view all folders and files your team has access to.
Creating Folders
To keep your files organised, click Create Folder, enter a folder name (for example, “Policies”, “Onboarding Docs”, or “Client Templates”), and click Save. The folder will now appear in your document dashboard.
Uploading Documents
Open the folder where you want to upload the file, then click Upload Document. Choose a file from your computer (PDF, DOCX, PNG, JPG.) and click Upload. Your file will be saved in the selected folder and available for viewing or download.
Best Practices
Use clear folder names so your team can quickly find what they need. Store version-controlled documents to avoid confusion. Restrict sensitive documents to authorised users if needed (permissions are managed separately).