Uploading Company Documents at account level

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

Please watch the below video on how to add company documents to your account so that you can access them at any time


Adding Company Documents (2:08)



Please also scroll down this article for further information...


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


Documents side menu


Then click Add Folder on the following screen .



From here type in the name of the Folder and then upload the file(s) via the Add File button.  You can uploaded as many documents to a folder as you like. 


Add Document file


You can add a Project/Site to assign this document to if it is applicable. 


documenbt add projects


Once you have added a file, the Remove Files button will become available so you can delete the file if it is no longer 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.


Doc Save


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


Document options


Viewing the document will bring up all of the relevant details and give you 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-1


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