Use the Document Vault

Table of Contents

1. What is the Document Vault?

2. Uploading files

3. Organizing files (creating folders)

4. File actions

5. Frequently asked questions (FAQ)

1. What is the Document Vault?

The Document Vault is a central storage location where you can save all documents related to your projects or bids. Features such as organizing into folders and adding expiration dates help you manage documents efficiently.

2. Uploading Files

1. Click Upload files in the top-right corner.

2. Drag a file into the upload window or click to select a file.

3. Fill in additional information:

   • Type: Choose a file type.

   • Issue date: The date when the file was issued.

   • Valid until: Add an expiration date (optional).

4. Click Save to add the file.

💡 If a document has an expiration date and is no longer valid, this will be flagged with a warning.

3. Organizing Files (Creating Folders)

1. Click Create new folder in the top-right corner.

2. Enter a name for the folder.

3. Click Confirm to save the folder.

4. Upload files into the desired folder to organize them.

4. File Actions

Click the three dots next to a file to perform the following actions:

• Get link: Copy a direct link to the file.

• Delete file: Permanently delete the file.

5. Frequently Asked Questions (FAQ)

1. What happens when a file expires?
Files with an expiration date are flagged with a warning. Make sure to replace or extend these files on time.

2. Can I upload multiple files at once?
Yes, you can upload multiple files at the same time.

3. How do I recover a deleted file?
Currently, it’s not possible to restore deleted files. Only delete files you no longer need.