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Document management

  • How can I upload documents from the web panel?
  • How can I upload supporting documents?
  • What is the document manager?
  • What is my perspective on documents?
  • How can I upload a document from the app?

What is my perspective on documents?

On the left-hand menu of your dashboard, in the Documents section, you can check all the documents that your administrator shares with you.

Remember that you have a personal documents folder and a shared documents folder. You can also upload the documents you need to the Document Manager.

Personal: When the administrator shares a document with you, it will be stored in the corresponding folder.

Shared: The administrator will share documents with you, and they will be stored either in a common folder or an individual folder.

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