Uploading a Document allows you to upload either a single Document or multiple Documents at once, and optionally assign them to a specific Client or Job.
Uploading Documents
- Navigate to the Documents tab
- Drag and drop files you wish to upload into the box that says Drop Files Here, or click on it to open a file select box
Assigning Documents
Documents can be assigned to Clients or Jobs.
To assign a Document when you upload it:
- Click Show upload settings underneath Drop Files Here
- Select the type you wish to assign the Document to
- Select the specific Client or Job you wish to assign the Document to
- Upload a Document
If you want to assign a Document that you have already uploaded:
- Click Edit on the Document you wish to assign
- Select the type you wish to assign the Document to
- Select the specific Client or Job you wish to assign the Document to
- Click Save
This functionality works for reassigning a Document to a different Job or Client as well.
Tagging Documents
Like most things in CentreCRM, Documents can be
tagged.
To tag a Document when you upload it:
- Click Show upload settings underneath Drop Files Here
- Type in or select the tags you wish to use
- Upload a Document
If you want to tag a Document that you have already uploaded:
- Click Edit on the Document you wish to tag
- Type in or select the tags you wish to use
- Click Save