2.1 Add a Document to the Document Library :

2.1 Add a Document to the Document Library Print

Created by: Paul Dunn

Modified on: Thu, 5 Apr, 2018 at 10:13 AM

To add a new document through the My Documents dashboard, select the [Add a New Document] button in the top right.

There are 2 key ways of adding a document to Promapp, depending on the type of document and your storage systems.

Upload: Use this if the document is only used in Promapp or you want to use Promapp as a basic document management system.
Link: Link documents if you already have a document management system for your organisation. This is particularly useful if the document is confidential in nature or is likely to change frequently.

Promasters can restrict which methods are available to users through the configuration menu.

Administering My Documents

Upload a Document

Link a Network Document

Link an Intranet Document

Paul is the author of this solution article.

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