How to upload a version or attach a file to my document

To attach a file or upload a new version to your document please follow the steps below:

To find the document required please do the following:

- Go to the "Documents" menu on the left-hand side navigation bar

- Select "Manage"

- Select "All Documents"

- To find a new document that was recently created or added from existing templates go to the 3rd tab across labelled "Versions to Process".

- To update an existing document with a new version go to the 2nd tab labelled "Current Live Versions".

You can quickly find your document within these tabs by filtering the "Document Title" column in the table (shown below).

- Sort the document names alphabetically by clicking on the column title.

- Search for a specific name by clicking on the magnifying glass beside "Document Title".

To upload a new file or updated version please do the following:

- Find your document in the table

- Click the name of the document or the pencil icon to edit. This will take you to the "Manage document" screen.

- Click "Upload new version" in the bottom right-hand corner.

You will then be asked to complete the new version's details:

- Attach the required file to the new version by clicking the "Choose file" button.

- Tick "Require Approval" and fill in the appropriate dates and any approval notes that are required if the document needs to be approved prior to release.

- Tick "Current Live Version" if the document is to become the current live version immediately, without needing approval.

- Save your changes by clicking "Save" in the bottom right-hand corner.

To set up a distribution list please refer to "Documents - How to distribute a document to staff"