Note that the below instructions apply only to users with the permission to view, create, update, and/or delete Documents. Also refer to the article on supported file formats for more information.
You have two ways to add Documents: on the Document overview and on a Zone, Asset, Vendor or similar page.
You can add a new Document using the red '+ Add new' button on the Documents page. Only the Name, Category and Property are required fields. (reminder that Categories on Documents can be customized if you want to categorize them in a different way).
You can add a new Document via Connections on a Zone, Asset, Vendor or similar page on the right side by clicking the red '+ Add document' link. Only the Name, Category and Property are required fields. Note that you can add up to 10 documents at the same time, as long as they are less than 500MB all together.
You can download, edit and delete a Document on its Document detail page using the arrow, pencil and trash icons on the top right next to the Document name, respectively. Note that deleting a Document will permanently delete the document, page and any related information.
Lastly, to replace a document, you have to first edit the Document and then have the option to replace it next to the attached document.
