Purpose
The "Documents" screen gathers organisational files in a private storage space in order to quickly find a lease, a mandate, an energy certificate, an invoice, or an identity document.
The expiry date entered for a document allows it to be integrated into deadline tracking.
Where to find it
- Operations
- Documents
Steps
- Open "Documents" and click on "New" so that the file selector opens directly and you can choose multiple files at once.
- Wait for the upload to complete, and then click on "Edit" in the document row in order to complete the information.
- Modify the "File name" if necessary and choose the "Category".
- Enter the "Expires" date when the document has a limited validity, and then save.
- Click on "Download" or on the file name in order to open it.
Good to know
- Each file is limited to 25 MB, and a larger file is rejected with the message "The file is too large".
- The download link is created at the time of the click and expires quickly because the storage space is private.
- Deleting a document also removes the file from storage.