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Loading Documents
Alan Schmoll avatar
Written by Alan Schmoll
Updated over 8 months ago

Hereโ€™s how to effectively load and filter documents by organization, entity, and document type.

Loading Documents

- Click on the โ€œUploadโ€ 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 ๐Ÿข:

  • Select the organization from the dropdown menu.

  • The system will display all documents associated with that organization.

2. By Entity ๐Ÿ“„:

  • 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 ๐Ÿ“‘:

  • Filter by document type (Company, Government and Financial).

  • This enables quick access to specific categories of documents.

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