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Files (Document)

Overview

The Document section allows administrators to upload, view, edit, and manage document files within the application. Document files can be used for manuals, user guides, brochures, reports, technical documents, and other supported file types.

Administrators can publish, unpublish, edit, or delete document files as required.

Document Library

Navigate to Files → Document to access the Document library.

All uploaded document files are displayed in a list, making them easy to identify and manage.

Add Document

To upload a new document:

    Navigate to Files → Add Files. Drag and drop the document into the upload area or click Drop files or click here. Select the required document from your device. Click Submit to upload the document.

    If no document is selected, the system displays:

    Please add a file first.

    Edit Document

    To modify an uploaded document:

      Navigate to Files → Document. Open the required document. Update the Title, if required. Change the Status. Click Update to save the changes.

      Document Details

      The Edit Document page contains the following fields:

      Field Description Title Displays or updates the name of the document. Status Controls whether the document is available within the application.

      Document Status

      The visibility of a document is managed using the Status option.

      Status Description Published Makes the document available for use throughout the application. Unpublished Hides the document while keeping it stored in the Document library.

      Delete Document

      Administrators can permanently remove documents that are no longer required.

      To delete a document:

        Open the required document. Click Delete. Confirm the deletion.

        Warning:
        Deleting a document permanently removes it from the application and cannot be recovered.

        Manage Documents

        Administrators can:

          Upload document files. View uploaded documents. Edit document details. Publish or Unpublish documents. Delete documents.

          Best Practices

            Upload only supported document formats. Use meaningful document titles for easy identification. Publish documents only after verifying their content. Use Unpublished instead of deleting documents that may be required in the future. Remove outdated or unused documents to keep the document library organized.

            Important:
            Any changes made to a document, including updating its Title or changing its Status, will not be saved until you click the Update button.

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