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Documents - Create, Upload, Move, Share, Rename and Delete
Documents - Create, Upload, Move, Share, Rename and Delete
Firas EL Bizri avatar
Written by Firas EL Bizri
Updated over a week ago

Learn how to upload and move the documents from folder to folder, and to share it with your staff, also how to rename/delete it.

Create a Folder and Document

  • Click on Tools

  • Click on Documents.

  • Click on Create Folder or Upload Document

Share a folder/ document

  • Tap on the 3 dots right next to the folder

  • Select Share from the list.

  • Sharing Settings screen will pop-up

  • Search for Recipients: You can search for the recipients you want to share with them the folder/document.

  • Add: Click on Add after choosing the recipients and adjusting whether the recipient can view or have the ownership of the folder/document.

** Note **Can View/ Have Ownership: You can choose whether the added recipient will view only or has ownership of the folder/document.

Can view: The recipient can only view the Folder/Document

Has Ownership: The recipient can rename, delete and move the Folder/Document

Move a folder/ document

  • Tap on the 3 dots right next to the folder

  • Select Move to from the list

  • Move to screen will pop-up.

  • Select the desired folder, then click on Move.

Rename a folder/ document

  • Tap on the 3 dots right next to the folder

  • Select Rename from the list

  • Rename Folder screen will pop-up.

  • Add the name of the folder, then click Save.

Delete a folder/ document

  • Tap on the 3 dots right next to the folder

  • Select Delete from the list

  • Delete screen will pop-up.

  • Click Yes if you want to delete the folder/document.

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