This article explains how to upload, classify, describe, and store MS Word or PDF files for a specific company. It also highlights key settings and storage considerations for managing documents effectively.
Navigation:
Main Menu → Companies → Documents
Applies To: Enterprise, Plus, Basic
Overview
The Documents section allows users to:
- Upload and manage files (MS Word or PDF) associated with a company.
- Classify documents with titles, descriptions, and types.
- Control web display settings and monitor storage space usage.
Important Note:
Uploading documents may require additional storage space. Users will be prompted if storage limits are exceeded.
Document Fields
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Title:
- The name of the document as determined by the user.
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Description:
- Details or context about the document as determined by the user.
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Date:
- The date of upload or a date related to the document.
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Type:
- The type of document being uploaded.
- Note: This list is not user-defined.
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Allow Web Display:
- When checked, the document's name and description are displayed in the District Enrollment Web Application module.
- Documents uploaded via the District Enrollment Web Application module are automatically tagged as Yes.
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File:
- Use the Browse button to search for and upload the file.
- XenDirect automatically determines the file name for storage.
- During an edit: Uploading a new file replaces the previously stored document.
Key Notes
- If storage space is unavailable due to purchased limits, users will receive a prompt about the lack of storage.
- Storage space includes all uploaded files and images.
- For documents requiring web visibility, ensure the Allow Web Display checkbox is selected.
Conclusion:
By following this guide, users can efficiently upload and manage company documents while monitoring storage space and configuring web display settings as needed. For further assistance, refer to related articles or contact support.