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How do I manage my documents?

On this page, you can learn how to manage and organise documents within your issues, both those uploaded by the Issue manager/handler and those uploaded by reporters.
 
To add, edit or delete document descriptions:
  1. To add a description to the document, click on the three dots and select “Description”.

    Screenshot 2024-10-29 at 15.25.42-20241030-145708
  2. Click on “+ Add description” below the document name.
  3. You can now enter the description in the pop-up box. Click “Save” to confirm.
  4. To view the description, hover your mouse over the three lines next to the document name.
    Screenshot 2024-10-29 at 15.27.01-20241029-150950
  5. To edit the description click on the three dots and select “Description".
  6. Click on the description text to make your adjustments.
  7. To delete the description, remove all the text in the box and click "Save".
Screenshot 2024-10-29 at 16.20.55-20241029-152100Screenshot 2024-10-29 at 16.21.01-20241029-152949

 

 

 

 

To create folders:

  1. Go to the documents section within the specific Issue and click on “Add”. Then select “Add folder”.
    Screenshot 2024-10-29 at 16.31.59-20241030-145452
  2. Fill in the name you want for the folder and click “Add”.
  3. You can rename or delete a folder by clicking on the three dots and select “Rename” or “Delete”:
    Screenshot 2024-10-30 at 13.52.12-20241030-125449

To move documents and folders:

  1. You can move documents or folders by clicking on the three dots and selecting on “Move to”.

  2. In the pop-up window, choose where you want to move the document or folder:

    1. To the main documents page within the Issue: Click on the Issue ID and then select “Move”.

      Screenshot 2024-10-30 at 14.27.02-20241030-132814

    2. To a specific folder within the Issue: Click the arrow next to the Issue ID and select the folder where you want to move the document or folder. Then, click on “Move”.

      Screenshot 2024-10-30 at 14.31.25-20241030-141521
  • The retention period for the document description aligns with the configuration settings selected for documents uploaded by the user or reporter.

  • Folders can only be deleted when they are empty.