Document Manager supports several file types:
- PDF
- Excel (XLS, XLSX)
- JPG
- PNG
- GIF
- DOC (DOC, DOCX)
- PowerPoint (PPT, PPTX)
- TXT
Each file type is represented by a unique colour in the Document Manager for quick reference. The file capacity is a maximum of 300 MB per file. Larger files cannot be attached.
- Select the folder to attach files to.
- Select Add from the right dropdown menu.
- Select the files to attach and select Open. The file attaches to the folder.
Tip: You can drag-and-drop multiple files directly from your computer to a folder.
You can verify that the document is present by clicking on the Account tab.
If you added the supporting document to the wrong account you can quickly amend it by dragging and dropping the document to the correct folder.
Renaming a file
Users can rename a file after it has been attached to a folder.
- Select the individual file to rename.
- Select Rename from the Download drop-down menu and select Rename.
- Rename the file as required.
- On your keyboard, press Enter to save the new name.