Documents 2.0 introduces a powerful new File Manager with a modern and intuitive interface. Users can now define folder structures, drag and drop files, and manage documents more efficiently.
Navigation
To access your documents, go to the Documents section in the GEP sidebar and open the File Manager. From there, you can switch between Grid View and List View, navigate nested folders, and manage documents.
Uploading Documents
Click on the “Upload files” button to open a pop-up window.
You can either select documents from your device or simply drag and drop them into the designated area to upload.
Tag the document to an entity and indicate the document type.
Ensure each document is labeled correctly for easy identification.
Once all fields are filled, click "Upload" to complete the process.
Managing Folders & Files
The new File Manager supports a full file management experience:
Create folder structures with nested subfolders
Drag and drop documents or folders to move them within the hierarchy
Bulk select files by drag-and-select area in both grid and list view
Rename, Move, or Download files with a right-click or menu action
Use the Trash to archive unwanted documents
Set access permissions to manage who can view or edit specific documents
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 (E.g. Company, Government and Financial).
This enables quick access to specific categories of documents.