Documents
Download the company's shared files, such as catalogues, price lists and training material, and upload new ones for all staff.
/field/documentsDocuments is one shared shelf of files for the whole company: catalogues, price lists, training material. Anyone who can open it can download every file on it and add new ones, and everything uploaded is visible to all staff.
Download a file
Find the file
Open Documents. Files are listed newest first, each with its name, its size in KB and the date it was uploaded.
Open it
Select Download beside the file. It opens in a new browser tab, where you can save or print it.
The link that opens is private and stops working after five minutes, so there's no point forwarding it. To share a file, send the file itself or point your colleague to Documents.
Upload a file
Choose the file
Open Documents and use the file box at the top of the page to pick one file from your computer. Files can be up to 25 MB.
Wait for it to finish
The upload starts as soon as you pick the file. Uploading… shows while it's going, and the file then appears at the top of the list.
Every member of staff who can open Documents can see and download what you upload, and there's no way to delete or rename a file on this screen. Check a file is meant for everyone before you upload it.
Good to know
- Name the file before you upload it. The list shows the file's own name, and there are no folders, descriptions or search, so a clear name is how people find it.
- One file at a time. Pick the next file once the first has finished.
- The list shows the 200 newest files.
- Documents is on the web portal only. Warehouse staff with the Dispatch (Warehouse) role don't have it in their sidebar, and the Android app doesn't have it.
- If an upload fails, the reason shows in red above the list. Try again, or check the file is under 25 MB.
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