Manage Documentation with Companies

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2 min read

Where can I manage the documentation of Companies?

1. To view the documents that have been added and uploaded to a Company profile, go to the ‘Companies’ section.

saphyte companies tab

2. Choose the Company name from the Companies list that you want to delete. You can use the filter for an easier search.

saphyte search box

3. Click on the ‘three-dot’ icon or known as the ‘kebab’ button and select ‘Docs’.

saphyte documents tab

4. To add more files associated with your companies, click on the ‘Add’ button. Choose the file you want to upload. Add a file name on the ‘File Title’ and you can add a description of the file on the ‘Description’ field.

saphyte add documents

5. Once done, click on ‘Save’ to store the attached file.

saphyte save