Document usage

If you want to edit or add documents, please go to the "Document" menu.

After you click on the "Document" menu, you will find the initial page where, if you don't have any documents, it will be as shown in the example image. To create a new document, click on the "Add Document" button, as indicated by the white square in the upper right corner, as shown in the image.

Next, you will see the section for uploading and creating folders.

If you click "Upload," you need to select the file you want and then click "Open" to upload it (the process in the example image is for the MacOS operating system).

If you choose to create a folder, you should name it and then click "Save" to complete the process successfully.

Once you click "Save," the folder will appear on the window, and you can enter the folder to upload files into it.

Once you enter the newly created folder and see the "No documents" message, you can add documents by clicking on the button in the top right corner.

Once you have uploaded files, you will see them displayed as shown in the image. In this example, the uploaded file is named "Design 2.pdf". You can click on the three dots at the back to open a menu of various actions for you to choose from.

In the first menu, "View," it displays a preview of the file, as shown in the image below. When you click to preview, it will have a watermark indicating that it is a sample.

This part allows you to send the selected document file to your workflow. When you click to bring up the menu, you will find options to choose a workflow, as shown in the image.

In this example, you can select "Test Create V068" as the workflow. Once you have made your selection, click on the "SUBMIT" button to save it.

When you click on the "Share" option, you will encounter a menu that allows you to use various sharing features.

In this section, you can choose to add individuals or groups to grant access to the document file.

In the next section, you can select roles or permissions for the document file. In the example, it is chosen to grant read permissions.

Once everything is set up, click "Save" to save your sharing preferences.

In this section, you can use the menu to move files or folders.

In this section, you can use the menu to manage document versions. You don't need to delete old versions of the document. If you want to upload a new version, you can use this menu immediately.

You can upload a new version, and once you do, your document will be updated with the new version.

In the "Add Tags" menu, you can assign tags to files.

When you enter, you will find a menu for you to set file tags. Once you have added them, press Enter, and you will see your tags as shown in the next image.

Once everything is done, press Save.

And you will see your tags as shown in the picture.

In the last menu, "Delete," if you no longer use the document or want to delete it, you can press this menu.

Caution: When you delete a document, it will be in the trash for 30 days. If the deadline is reached, your document will be permanently deleted. Read more [here](link to additional information).

Next is the part about the "Trash." When you click on it, you will find all the files that have been deleted within the last 30 days. You can either delete them permanently immediately or wait for the system to delete them automatically after 30 days. If you want to delete them permanently, click on the three dots behind the file and select "Delete," as shown in the following image.

In case you want to recover a deleted file, click on the three dots behind the file and select "Restore.