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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 2025-07-18 at 11.14.12

  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.
    Screenshot 2025-07-18 at 11.15.41
  4. You can view your description underneath the file name. 
    Screenshot 2025-07-18 at 11.16.53
  5. To edit the description click on the description text.
  6. 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 2025-07-18 at 11.19.39

  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 2025-07-18 at 11.21.42


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.