The Documents application allows you to securely store documents of various formats.
.pdf .jpeg .jpg .png .tiff .tif .doc .docx .dot .xls .xlsx .xlt .xlsm .ppt .pptx .pot .pps .ppa .csv .txt .msg .dat .rtf .html .xltx .xltm .xml .odt .zip |
Uploading documents can be done from several entry points.
There is no storage limit! |
Directly from the application
Open the application (several possibilities):
Click on the Documents application icon
Select the space in which to send documents (“My documents”, “Companies” or “Users” spaces) then two possibilities:
Either drag and drop the documents directly into the application
Or click on the icon
:
Either drag and drop documents into the pop-up windows
Or click on
to open your file explorer
Depending on the selected space, the requested fields are different:
For the space “My documents”, the fields to be completed are:
Parent (i.e. the folder or sub-folder in which the documents will be uploaded)
File name
Comment if necessary
Document uploaded date
Classification date
For the “Companies” and “Users” spaces, the fields to be completed are:
Destination: choice of company or user account
Folder/sub-folder
Choice of visibility (which users will be able to see this document)
File name
Comment if necessary
Document uploaded date
Classification date
Complete the other requested fields by clicking on the “+” button on the right of each file
Click on
In case of multiple uploads, it is possible to fill in the same information for all documents.
Click on “Global settings”
Click on “Apply to all” to confirm
The information provided in the global settings is valid only for the current upload. Therefore, they won’t be kept for future uploads. |
From the portal
Either drag and drop documents into the “Documents” widget
Or click directly on “Drop files here” to open the file explorerSelect the folder in which the documents have to be uploaded
Confirm by clicking on “Send”.
This action enables to send documents only in the Company space. By default the documents are uploaded to the "Box". |
From the application Scan
Scan offers the possibility to upload documents.
Click on the bunk “Documents”
Drag / scan the documents into it
Fill in the document name, the creation date, the classification date
Choose the location of the documents in the box directory
Put a description
Click on “Send”
This action enables to send documents only in the Company space. By default the documents are uploaded to the "box". |
From the email sending
As mentioned in the article “How to send documents by email”, there are two ways to upload documents :
Send documents in “My documents” area
Send documents in the company’s box
Get email addresses to whom to send
To obtain the email addresses to whom to send the documents, do the following:
Login to the portal
Click on the widget “Email Gateway”
Select the required company
The two email addresses associated to the two available sending possibilities are displayed.
Send documents by email
Connect to a mailbox (personal or professional)
Create a new email
Indicate as recipient the email address of the desired space, previously retrieved from your portal
Attach the documents*
The documents will then be sent to the specified location.
During the first sending, a validation step of the email address is necessary.
see the article : "How to approve the sending of documents by email?" |
*Type of authorized documents: Office®, PDF, CSV, XML