Documents
The Documents Module in Almitee allows users to upload and link various documents to different items within the application. This guide provides step-by-step instructions on how to use the Documents Module effectively.
Uploading Documents
To upload a document in Almitee, follow these steps:
Navigate to the Item:
Go to the specific item where you want to upload a document. This could be a project, task, client, or any other item in Almitee that supports document attachments.
Access the Documents Tab:
Click on the "Documents" tab associated with the item. This tab is typically found in the item's detail view.
Upload a Document:
Click on the "Upload" button located within the Documents tab. This action will open a file selection dialog.
Select a File:
Choose the file you wish to upload from your computer. You can upload various types of files, including manuals, contracts, images, and more.
Set the File Type:
Before uploading the file, you need to specify the type of document. Select the appropriate file type from the available options (e.g., manual, contract, image).
Complete the Upload:
Once the file type is set, proceed to upload the document by confirming your selection. The file will be uploaded and linked to the selected item.
Viewing Uploaded Documents
All uploaded documents can be viewed in the Documents Overview. To access the Documents Overview:
Go to the Documents Overview:
Navigate to the Documents section within Almitee where all uploaded documents are listed.
Browse Documents:
In the Documents Overview, you can browse through all the files that have been uploaded. This overview provides a centralized location to manage and access all documents linked to various items in Almitee.
Managing Documents
The Documents Module also includes features to manage your uploaded documents. Some common management actions include:
Editing Document Details: Modify the document’s metadata, such as the file type or description.
Deleting Documents: Remove any unwanted documents from the system.
Downloading Documents: Download copies of the uploaded files to your local device.
Conclusion
The Documents Module in Almitee is a powerful tool for organizing and managing your files. By following the steps outlined in this guide, you can easily upload, view, and manage documents linked to different items within the application. For additional assistance, refer to the Almitee help resources or contact support.
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