Documents Essentials

Upload personal or work documents and share them with a specific role or user; download files that others have shared with you.

The Documents list shows every file you have uploaded plus any files shared with you, with Name, Description, Uploaded Date and Action columns. Files you uploaded yourself show a Delete and a Share action; files shared with you instead show who shared them. Every visible row can be downloaded.

Clicking Add opens an upload form for choosing a file and entering a description. The Share action opens a separate dialog for granting access to the document to a specific Role or a specific User, which is how it later appears in that role's or user's own Documents list.

Only the uploader can delete a document; recipients can view and download a shared document but cannot remove it.

Step-by-step Workflow

1. Upload a fileClick Add, choose the file and enter a description.
2. Share itUse Share on your own document to grant access to a specific role or user.
3. Download a shared fileUse the download link on any document visible to you, whether you own it or it was shared with you.
4. Manage your own uploadsDelete a document you own once it is no longer needed.