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.