Managing Documents with Docdown

You can upload or drag and drop documents on the Docdown platform. Uploading your documents is the first step to automating the workflow.

Uploading Documents

  1. Click Documents from the navigation sidebar.
    DD_-_Documents_left_nav.png
  2. Click New Document.
    • Drag and drop your file inside the dotted area, or
    • Click inside the drag and drop area to open your computer's file explorer, select the file you want to upload, then click Open.
      DD_-_Upload_document_area.png
  3. A confirmation message appears, and the uploaded file appears in the Documents.

Organizing your Documents in Folders

With folders, you can group and organize your documents how you need to work most efficiently.

To create a folder:

  1. Click + New Folder.
  2. In Create New Folder, enter a name for the folder and click Create Folder.
    DD_-_Create_folder.png

The folder is created. Now you can start organizing your documents.

To move documents inside a folder:

  1. Select the document you want to move and click Actions DD_-_Actions_button.png.
  2. Select Move from the Actions menu.
    DD_-_Actions_menu_-_move.png
  3. In Manage Files, select the checkbox for the folder in which you want to place your document and click Save Changes.
    DD_-_Move_doc_to_folder.png



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