Managing Documents
Here we will demonstrate how to:
Upload documents
Create folders
Edit or delete files
Add links
Upload Documents
Navigate to: [Company Settings] → [Documents]
Go to the Settings tab on the left panel to the Documents page and select [+ Add New].
Select [Upload New Files].
Drag & drop OR select the file to upload from finder.
You can add tags at the time of upload to view files by tag later.
You can also add and edit tags after you have uploaded the documents.
Create Document Folders
Navigate to: [Company Settings] → [Documents]
You may create folders to manage files by categories.
1. In the [Documents] page, select [+ Add New] button on the right and select [Create New Folder].
2. Enter the new folder name and select [Create]. You will see the created folder
above the list of files.
You can move an uploaded file into another folder by selecting [⋮] toggle button on the right hand side followed by [Edit].
Edit or Delete Files
Navigate to: [Company Settings] → [Documents]
To edit or delete an uploaded document, click on [:] on the right side of the bar. You can edit the file name, folder location and tags.
Note: You cannot restore a file once deleted.
Add Links
Navigate to [Company Settings] → [Documents]
You can gather all your frequently visited websites, Google Doc files, Google Drives and Dropbox links in one place.
1. In the [Documents] page, click [+ Add New] button on the right and select [Add a File Link].
2. Enter the file name, link and tags (optional) then select [Add].
File name: Name of the embedded file or a link
URL : the entire URL including http
Example) www.quotabook.com ❌ https://www.quotabook.com ⭕
Tag : Add tags to manage items by tag
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