Adding & Organizing Documents
Step 1: Uploading Files
- Navigate to the Document Register.
- Click Upload New Document and select the file.
- Assign a category (e.g., Contracts, Compliance, Reports).
Step 2: Applying Metadata & Tags
- Add keywords and descriptions for easy indexing.
- Set document priority levels for quick identification.
- Attach relevant reference files if needed.
Step 3: Automatic Indexing
- The system automatically categorizes documents based on predefined rules.
- Users can manually adjust categories and tags if necessary.
Tip
Using descriptive tags improves search efficiency and ensures documents are easy to find.