Profile Documents

Documents for the profiles can be found on the left nav bar of the profile.

Getting to this page will bring you to all documents that have been uploaded to the profile. From here you can take any of the following actions:

1. Add
2. Edit
3. Preview
4. Download
5. Archive
6. Search

Adding a new document requires the user to select the plus button next to the Documents at the top of the screen.

This will allow you to drag and drop, or upload a file from your file directory.

Editing the documents is possible once you click the down carrot next to the document itself. You can only change the Label and Description of the document. Hitting save once you have made your change will have the documents label and description updated.

Previewing the document can be achieved by selecting the document. That will allow the Previewer to open on the side and let you view the document that has been uploaded. 

Downloading the document can happen in two places. In the More column on the left side, there is a download option, and when the previewer is open, the download icon on the top next to the context menu. Both of these options operate the same, and will have the document saved to your device.

Archiving a document will remove the document from the list in the profile. This can be done in the same ways that you can download the document. Both in the More column, and in the context menu. The removal is not a permanent action, as you will be able to go to the archive list to unarchive and restore the document to the profile list.

Clicking the button above will bring you to the archived list, and give you access (with permissions) to the archived list. You can preview the document and unarchive the document to the original document list..

Searching on the Document page will show all documents that are on the list that match the criteria you have input to the search bar. You can search through the archived list as well.