How to Upload and Manage Documents in Document Storage

1. Open the "Documents" Section

In the left sidebar, select "Documents". The Document Storage page will open, displaying the number of documents, used storage, and available categories.

2. Upload a New Document

Click the "Upload Document" button in the top right corner. A pop-up window will appear where you can fill in:

• Document Name – enter a custom name or leave it blank to use the original file name.
• File – select the file to upload. Supported formats: PDF, DOC, DOCX, TXT, JPG, PNG, XLS, XLSX, PPT, PPTX, ZIP, RAR (max size: 25 MB).
• Category – choose a category (e.g., HR, Finance, Legal, etc.).
• Assign to Employee (Optional) – select an employee if the document is related to a specific person.
• Tags (Optional) – add tags separated by commas (e.g., important, contract, 2024).

Click "Upload Document" to complete the upload.

3. View and Filter Documents

Use the search bar and filters:

• All Categories – filter by document category.
• All Employees – filter by assigned employee.
• Sort Order – sort by date or name.

4. Manage Documents

For each document, you can:

• Download – click the blue "Download" button.
• Delete – click the red "Delete" button to remove the file.

5. Monitor Storage Usage

At the top of the page, check your current storage usage and the maximum allowed limit for your plan.

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What You Need:

• Access to the Webnow Panel with Documents module enabled
• Supported file formats (PDF, DOC, DOCX, TXT, JPG, PNG, XLS, XLSX, PPT, PPTX, ZIP, RAR)
• Maximum file size: 25 MB per file
• Optional: predefined categories and employee list for better organization