How to Add Documents on Company's Documents Tab

How to Add Documents on Company's Documents Tab

Idea
Overview
The Company Document Upload module enables administrators to securely upload, manage, and store company-related documents within individual company profiles. This feature improves company data management, enhances document organisation, and provides easier access to important documents.

Notes
Step Tutorial
1. From the Dashboard, navigate to Companies, select a company from the drop-down menu, then go to the Documents tab and click the Plus button.


2. Enter the following information:

  1. Description – Add the document’s description.
  2. File – Add the document itself.
  3. Company Access Toggle – This is toggled ON by default when adding a new document, but it can be turned OFF. When toggled ON, the document will also be displayed on the Company login. Otherwise, it will be hidden from the Company login.
Once completed, click the Save button. The newly added file(s) will then appear in the Documents list.

3. A prompt confirming the successful addition of the document will appear. Click the OK button to close it.

Info
NOTE: If you need to make changes to the uploaded file, click the Kebab icon, then select Edit under the Actions column. The same process applies when deleting a file.

These are the steps for uploading documents to SMS through the Company’s Documents tab.

Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to the contact support via email.