Page Comparison

Introduction

Upload

Document Upload

Page Summary: Learn how to upload documents efficiently into Orthogramic, ensuring they are properly categorized and stored for easy access and future reference.

Business User Documentation:

Introduction

The Document Upload page in Orthogramic allows you to seamlessly add new documents to the system. Properly uploading and categorizing documents ensures they are easily accessible and relevant to your organizational needs.

Steps to Upload a Document

1. Navigate to the Upload Section:

   • From the main dashboard, select "Document Management" and click on "Document Upload."

2. Select Document Type:

   • Choose the appropriate document type from the dropdown menu. This helps categorize the document accurately for future reference.

3. Upload the File:

   • Click the "Upload" button and select the document file from your local system. Ensure the file format is supported by Orthogramic.

4. Enter Document Details:

   • Fill in the required fields such as document title, description, author, and date of creation. These details aid in identifying and categorizing the document.

5. Assign Organizational Unit:

   • Select the relevant organizational unit that the document pertains to. This ensures the document is stored in the correct category and is accessible to the right team members.

6. Save and Confirm:

   • Review the entered details and click "Save" to upload the document. A confirmation message will indicate successful upload.

7. Verify Upload:

   • Navigate to the Document Repository to ensure the document is listed and categorized correctly.