All Documents¶
Browse and manage all documents in your organization.
Document List¶
View documents with:
- Document name and type
- Category
- Uploaded by
- Upload date
- Approval status
Uploading a Document¶
- Go to Documents > All Documents
- Click + Upload
- Select the file(s) from your computer
- Choose a category
- Link to a project if applicable
- Click Upload
Searching Documents¶
Use the search bar or filters to find documents by:
- Name or keywords
- Category
- Upload date range
- Uploaded by