Uploading documents at account level

Here you will learn how to upload Documents to your Site Connect account through the Web Portal

in your SiteConnect web portal go to the Templates drop down on the left hand side menu, then select the Documents option

 

Documents side tab

 

Then click Add Document on the following screen .

 

Add document

 

From here you will have to type in the name of the Document and then upload the file via the Add File button.

 

Add Document Form

 

You can also add a Site to assign this document to if it is relevant to a specific one. 

 

Add SItes

Once you have added a file, the Remove Files button will become available so you can delete the file if it is not relevant,

 

You can also delete the document and start over by clicking the bin icon on the bottom right hand corner.

 

Bin icon-2

 

Once you have filled in the Document name and have added the right files you can click Save to finalise the document.

 

Save DOcument

 

This will then appear in your Documents list with the option to View, Edit or Delete the document.

 

Documment on list

 

Viewing the document will bring up all of the relevant details and give oyu the option to downloads the file(s) associated with it by clicking on them.

 

View Doc

Editing the document will bring up the same Document Form as before where you can edit the document title and add/remove files.

 

Deleting the document will give you the option to remove the Document entirely from this list.

 

 

Remove doc

 

If you need any further help or have any questions please contact the support team by email support@sitesoft.com or Ph: 0800 748 763