How to upload and view Site documentation?

Modified on Mon, 26 May at 3:36 PM

Step 1: 

Navigate to the main menu on the left, under CLIENTS section, click on Client Sites navigation bar item.

On the screen that opens, search for the Site as shown below and click on it.

A white background with black text

AI-generated content may be incorrect.

Step 2: 

Click on the Documents menu item.

Step 3:

All documents for the Site will be listed below if present.

To upload a document, click on the Upload document button located at the top right corner.

Step 4:

The Upload Document pop up screen will show as on below screenshot. 

Fill in the Title of the document. 

Add expiry date if its applicable. 

Provide description of the document. 

Select the file to be uploaded. Please note only .pdf files can be uploaded, and the maximum size is 10MB. 

Click on the Upload button

Step 5:

The documentation will reflect on the list.

The uploaded docs can be downloaded, replaced or deleted.

 

 

 

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