How to upload a document

To upload a document, go to the Projects module and click the Documents tab in a project's page. 

Click Add New in the top right corner.  

An Add New Document modal window will pop up.   

Fill out the fields about the new document: 

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

Click Save or Save & New if you want to add another document. Your new document now appears 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.