How to upload an office document

To upload a document, go to the Offices module and click the Documents tab in the office page.

Click on Add New in the top right corner.

An Add New Document modal window will pop up.  

Fill out the following fields about the new document:

• Title (required) – Give the document a name. 
• As of Date (required) – This date shows when a document has been uploaded or the date from which this document is active. 
• Tags (optional) – You can add tags to documents to easily identify the type of content.
• Attachment (required) – Upload your documents here. 

Click Save or Save & New if you want to add another document. Your new document will now appear in the documents list. 

Note! Vault Synapse is a highly customizable tool, meaning certain parts and functionalities of the application can be additionally built-in or customized based on your business needs and preferences.

Note! A user can access the document information only with the relevant permissions/access rights given by the administrator.