Here’s how to effectively load and filter documents by organization, entity, and document type.
Loading Documents
- Click on the “Upload” button.
- Select the documents from your device.
- Tag to an entity
- Ensure each document is labeled correctly for easy identification.
Filtering Documents
To find documents quickly, use the filtering options:
1. By Organization 🏢:
Select the organization from the dropdown menu.
The system will display all documents associated with that organization.
2. By Entity 📄:
Choose the specific entity (like department or project) to narrow down results.
This helps in locating documents relevant to particular teams.
3. By Document Type 📑:
Filter by document type (Company, Government and Financial).
This enables quick access to specific categories of documents.