Objective:
The objective of this SOP is to provide a step-by-step guide on creating folders, subfolders, uploading single and multiple PDFs, editing, renaming, moving, and deleting documents in the Conpago Administration Dashboard.
Key Steps:
Creating Folders and Subfolders:
Navigate to the shared documents section on the left-hand side of the feature drawer.
Click on "Create" in the top right corner.
Enter a name for the folder and click "Create."
To create a subfolder, navigate into the newly created folder and repeat the process.
Uploading Documents:
Click on "Upload" in the top right corner.
Drag and drop files or click to select files.
For single document upload, select the document, click "Open," and then "Upload."
For multiple document upload, select all desired documents, and then click "Upload."
Make sure you wait until the Upload bar is Green and you know it is completed
Editing and Renaming Documents:
To edit document names, select the document(s) and click on the ellipses icon.
Choose "Update" button, and edit the document name as needed and complete the process by pressing Update again..
Moving Documents:
Multi-select the Select the document(s) you want to move.
Click on "Move" and select the destination folder.
Or navigate to the ellipses on the Right Hand Side and move a single document as needed.
Deleting Documents:
To delete a document, click on the ellipses icon and choose "Delete."
Cautionary Notes:
Ensure that you are selecting the correct documents for editing, moving, or deleting to avoid accidental actions.
Take caution when deleting documents as this action cannot be undone.
Tips for Efficiency:
Use descriptive names for folders and documents to easily identify and locate them.
Also consider that your app users can sort alphabetically so your naming conventions matter!
Utilise the drag-and-drop feature for quick document uploads.
Regularly review and organise documents to maintain a clean and structured dashboard.
By following these steps, you can efficiently manage shared documents in the Conpago dashboard system.
Loom Video
Screen shots with a walkthrough