In the documents screen you will notice a clear structure.

click the Add documents-button and a pop-up will appear for uploading your document.

  •    Select the related category for the document
  •     Drag & drop the document into the drag&drop area for uploading OR browse for the document.
  •     Once the document is uploaded you can enter the description for the document.
  •     PS. you can upload multiple document at once.

at the top you will find several filter to allow you to quickly find the document you are looking for.

  • All documents (default): will show all he documents uploaded.
  • my documents: will show all documents uploaded by yourself
  • customer files: will show all documents uploaded from the customer portal
  • archived documents: will show all documents that were archived
  • search bar: allows you to enter a search query to get to the right document, you can search on document name, description, module and uploaded by
  • filter by module: allows you to filter by a specific category

Each document has a context menu, you will have the following options:

  • Edit description; enables you to change the description of the document
  • Show/Hide for customer: Allows you to share documents with you customer through the Customer portal. A document that is made available to the customer (shown) will have the Eye-icon. 
  • Download; Downloads the document
  • Archive: Will change the status of the document to Archived, the document will disappear from the list, but can be found in the Archived documents section.