Documents

Keep your project Documents all together in one spot, accessible anywhere in the cloud.

Documents (1:19 minutes)

 

How it works…

• Use the Documents module for sharing any digital documents that you want the team to have access to.
• Formatted for easy display and use on touchpad screens.
• Limit access to individual files by selecting Admin only

To add a folder

Select the icon with the green + sign and a new folder will appear. Type in the name that you want to call the folder.

To add a file

You can add a file by dragging and dropping it into the dashed box area or select the Attachments button to access the files stored on your machine.

To add a folder

Select the icon with the green + sign and a new folder will appear. Type in the name that you want to call the folder.

To move a file, select the file you want and drag and drop it into a folder.

To move a folder select the folder and drag it into another folder.

To delete a folder or file

Select the folder you want to delte and then the icon with the red X on it to delete the file or folder.

To download

Select the file or folder that you want and then select the icon with the green down arrow.

To send a file or folder

Select the file or folder that you want and then select the icon with the green right arrow.

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