Create a Folder

Folders may contain sub-folders and documents, and you can add as many folders as required. Access to each folder may be restricted by folder permissions.

1. Click Team then select Documents
2. Select the Folder you wish to add a Folder to (click Global if you wish to add a folder to the root directory)
3. Click + Add then select Folder
4. Enter the Folder’s name
5. Click Ok

Edit a Folder

1. Click on the folder you wish to edit on the left-hand pane

2. Click Folder

3. Select from the following:

   Rename	give the Folder another name
   Move	move the Folder and its contents to another Folder
   Delete	remove the Folder (note you can’t delete a Folder that has any files in it)
   Permissions	each User Role can be assigned permissions for ‘No Access’, ‘Read Only’, or ‘Read and Write’.

Upload a Document to the DMS

1. Click Team then select Documents
2. Click the folder you wish to add the document to
3. Click + Add then select Document
4. Either drag the file(s) from another window or use the ‘Choose File’ to navigate to your desired file
5. Enter a description
6. Select any Categories to associate to the Document (optional).
7. Click Upload

Your document has now been uploaded and can be imported against any email or available entity.

Upload a Document to an Entity

1. Navigate to the entity e.g. Account, in the documents table
2. Click Upload New
3. Click Choose File and navigate to the file on your computer
4. Add a description if required and choose which Folder this document should be uploaded to on the DMS
5. Click Upload File

Your file will be uploaded to the DMS and linked against the chosen entity.

Upload a Document to an Email

1. Open the email you wish to send and click Add Attachment
2. Select Upload New File
3. Click Browse and navigate to the file on your computer
4. Choose which folder this document should be uploaded to on the DMS and add name and  description
5. Click Upload

Import a Document to an Entity

1. Navigate to the entity e.g. Account, in the documents table
2. Click Import Existing
3. Select the folder that contains the document(s) you wish to import
4. Check the boxes of the files you wish to import (you may import multiple files at the same time)
5. Click Import Selected

Your file(s) will now be linked against the chosen entity.

Import a Document to an Email

1. Open the email you wish to send
2. Click Add Attachments
3. Select Existing from DMS
4. Select the folder that contains the document you wish to import
5. Double click on the file you wish to import
6. Click OK

Download a Document

1. Open the document you wish to download
2. Click the file name of the document to download the file

Edit a Document

You can edit the name, the description and tag files stored on the DMS.

1. In the DMS, go to the folder which contains the document you wish to edit
2. Select the document you wish to edit
3. Click the Document button to the right-hand side
4. Click Details , this’ll open a dialog box
5. Edit the following:
   • Name: rename your document
   • Description: add or edit the description of your document
   • Tags: lets you assign keywords to a document that can then be searched upon using the search function within the DMS
   • Categories: select Document Categories for use in Communication Templates
6. Click Save

Delete a Document

To delete a document from the DMS,

1. Click the document you wish to delete then click Document
2. Click Delete

Move a Document

1. Click the document you wish to move then click Document
2. Click Move
3. Select the folder you wish to move the document
4. Click Move

Starred Documents

Each User can click the star icon next to the document’s name to select that document as a favourite. This is useful for documents that you need to access regularly.