The Documents area in a Room serves as a centralized hub for all your necessary documents. By consolidating information in one place, it eliminates the need to provide the same details repeatedly, saving you time and reducing frustration.
To upload a new or existing document in Rooms:
1. In the Room, visit the Documents area and click 'Add Document'.
2. Choose to either “Add a new document” or "Add an existing document"
- ‘Add a new document’ - In the pop-up window choose a file or drop and drag the file you would like to upload.
- 'Add an existing document' - This option gives you a list of all documents currently stored in your portal. Select the file and click 'Import'.
3. Once the file is chosen and the upload is complete, the Activity log tab reflects a new action, the document is listed in the Documents list.