Documents

Go paperless

Give your users access to unlimited documents and spreadsheets and show how green you can be without paper.

1. Navigate to the left hand menu and find Documents - this is located under Content, click Content to reveal it.
2. Make sure that Documents is live by clicking the box to the left of the word Documents so it shows a tick.
3. Once the box is ticked click on the word Documents.

In Documents you are shown a number of options. Firstly you can upload a unique background image to show when users first go to Documents.

4. If you choose to add a background image click on the tab near the top of page that reads Upload Cover Image. Press Select Image to open your computer files and choose an image. Best resolutions are standard desktop: 800x600, 1024x768, 1280x1024. THIS IS NOT MANDATORY

In Documents you can either upload files directly into the main Documents folder or if you have a lot of documents you can organise these into different folders

5. To add a file directly into the main Documents area click +File - this is located on the top right hand corner of your screen.
6. On the new screen type the document's title under Title and choose whether you want the title showing in the drop down box below by choosing Enable or Disable.
7. New Tab Status refers to whether you would like the document to open in a new tab. If you would like it to leave it as Enabled (this is highly recommended).
8. If you have a URL for the file you want to include change the drop down box under type to URL. In the box below paste the URL in and remember to include http:// at the start of the URL.
9. If you have a file on your computer you want to upload make sure the drop down box is changed to File.
10. Under parent folder you can choose whether you would like to include this file in a pre-made folder.
11. In the grey box below select the document to upload by clicking Select File under Document - this will open your computer files.
12. Under Document View choose Square or Round in the drop down box. This will determine the shape of the icon that represents this document.
13. Under Custom Icon click Select File to open your computer files. Choose an image to be the icon for the document - best size is a perfect square, ratio 1:1.

The next section will show you how to create custom folders to keep your files in

1. To add a folder click +Folder - this is located on the top right hand corner of your screen.
2. On the new screen type the folder's title under Title and choose whether you want the title showing in the drop down box below by choosing Enable or Disable.
3. Under parent folder you can choose whether you would like to include this folder inside a pre-made folder.
4. In the box below you can upload a Folder Icon Image by pressing Select Image. This will open your computer files, choose the image you would like to represent this folder. The best dimensions is a perfect square, ratio 1:1.
5. In the next box you can choose your Background Image the same way. Best dimensions are 800x600, 1024x768 or 1280x1024. 6. In the grey box below select the document to upload by clicking Select File under File - this will open your computer files.
7. Under File View choose Square or Round in the drop down box. This will determine the shape of the icon that represents this file.
8. Under Custom Icon click Select File to open your computer files. Choose an image to be the icon for the document - best size is a perfect square, ratio 1:1. You can add multiple files like this by pressing Add More next to the + button below.
9. When you have finished press the large blue button that says Add.

Check out the video below for a complete walkthrough

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