Where to find it?
You may access the Documents tab by going to Left Menu > Edit Centre > Documents Tab at the top.
This is your document management system which allows you to store all your uploaded documents in the cloud for quick access in the future.
Document Type:
To add a document in the centre settings you need to first add a Document type as “Centre” from the list view menu.
Go to left menu > list view > document type.
Add a new document type > Add the name > Select “Centre” in the used for field > save.
Once the Document type is added for centre, you may then go to Documents tab > Add new document
- Enter the name
- Select Document type
- Uploaded date
- Choose a file to select the file from your device.
- Click on the green button “Add Document”
