We have made recent updates to our platform to give you an enhanced user experience when uploading, creating, and managing your documents.
The in-app portal enables users to create or upload documents from multiple sources, whether they are stored locally or via third-party apps, such as Microsoft OneDrive, Google Drive, and Dropbox. The ability to group and sort these documents in folders ensures they are readily accessible across your organization.
- To create a document or a new folder:
- Open the 'Documents' tab under an entity
- Click the 'Create' button (green +) in the bottom right-hand corner
- To add a document:
- Click the 'Add file' button (gray paperclip)
- Select a source
- Then drag and drop
Our new documents feature makes it easier than ever to collaborate with colleagues and other users within your account. Selected users can access created documents within the platform, leave comments, and receive notifications on user activity within the document. You can also utilize the revision history so you don’t miss a beat and know exactly what changed.