Documents Application

This guide walks you through creating categories and folders, and enhancing documents with attachments, notes, and links for better management. Learn how to efficiently organize your files using the Documents application.

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1. Introduction

You can access the Documents by, select Documents in the top-left drop-down menu.

Introduction

2. Click "Strategy"

Navigate to the Strategy subapp to begin organizing your documents.

Click 'Strategy'

3. Click "Documents"

Access the Documents area to manage your file categories and folders.

Click 'Documents'

4. Click "New Category"

Initiate creating a new category to better organize your documents.

Click 'New Category'

5. Click "Name"

Select the category name field to specify your new category's title. (Note that you can also change the Category from this form, if needed.)

Click 'Name'

6. Click "Suggestion…"

Explore the suggestion feature to get recommendations for organizing your documents.

Click 'Suggestion…'

7. Click "Name"

Click the name field again to enter the title for your new category.

Click 'Name'

8. Fill "New Category"

Enter a descriptive name for your new category to easily identify it later.

Fill 'New Category'

Please note that a list of suggestions can be viewed in the drop-down menu based on frequently used categories.

9. Click "Save"

Save your new category to add it to your document organization structure.

Click 'Save'

10. To Add Folder

Folders are available for Causey users on Core and Solid plans. Folders can help you organize your documents within a Category so it's easy to find what you're looking for.

Click here

11. Click "Add Folder"

Add a new folder within your category to further segment your documents.

Click 'Add Folder'

12. Click "Name"

Select the folder name field to name your new folder.

Click 'Name'

13. Click "Save"

Save the new folder to include it in your document hierarchy.

Click 'Save'

14. To "Add Attachment"

Choose the folder labeled for documents. A window displays to show there are currently no documents. To add a document that is not currently in Causey, select Add Attachment, Add Note, or Add External Link.

To 'Add Attachment'

Complete the form and select Upload.

Select Choose File and navigate to the document you want to upload from your computer. Select Upload to add the attachment. Please note that the maximum file size limit is 50 MB.

15. To "Add Note"

On the Add Note page, confirm the correct category, name the note, and enter the content. Select Save to add the note.

To 'Add Note'

16. To "Add External Link"

On the Add Link page, confirm the correct category, name the link, and enter the URL. Select Save to add the link.

To 'Add External Link'

Helpful Hints:

To display documents, select the Show Documents button next to a category.

You can edit or delete categories.

You can also edit, replace, or delete documents.

Please note that certain access levels will not have access to Documents. Administrators and Editors can view and edit Documents. A Viewer can see the documents but will not be able to edit them. Archived members will not be able to view the Documents application.

This guide covered organizing documents by creating categories and folders, adding attachments, notes, and external links, and managing your document structure efficiently within the Documents application.