Managing Documents

Creating/Adding a Document Group

Adding a document group to an organization:

  1. Log in as an admin user for the organization.

  2. Click the + button in the bottom right of the application, and select + Document

  3. Fill out the document’s information

  4. Add an individual document by click the Add a document button, and select the document you'd like to upload from your computer.

  5. Repeat step 4 as many times as needed to add multiple documents to the group.

  6. Click Save to create the document.

Adding a Document to a Document Group

Adding a document to a document group that already exists

  1. Log in as an admin user for the organization

  2. Navigate to the document page, and click Edit on the document group to which you'd like to add a document.

  3. Click Add a new document button, and select the document you'd like to upload from your computer.

  4. Repeat step 3 as many times as needed to add multiple documents to the document group.

  5. Click Save to finish added the document to the document group.

Updating a Document Group

Updating a document group in an organization.

  1. Log in as an admin user for the organization.

  2. Navigate to the document page, and click Edit on the document group.

  3. Update the document group as needed.

  4. Click Save to complete the update.

Deleting/Archiving a Document Group

Deleting a document group from an organization will remove the document group permanently.

  1. Log in as an admin user for the organization.

  2. Navigate to the document page and click Edit next to the document group.

  3. Click the Archive Document button at the bottom of the page.

  4. Click Ok in the prompt to archive the document.