Managing Documents
Company Settings
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Company Settings

This page explains how to set up company data and manage access permissions on QuotaBook.

THIS PAGE EXPLAINS HOW TO:

  • Upload documents
  • Create folders
  • Edit or delete files
  • Add links

Upload documents

Navigate to: [Company Settings] → [Documents]

  1. Go to the Settings tab on the left panel to the Documents page. Click [+ Add New].
  1. Select [Upload New Files].
  1. Drag & drop OR select the file to upload from finder.
  • You can add tags at the time of upload to view files by tag later.
  • You can also add and edit tags after you have uploaded the documents.

Create folders

Navigate to: [Company Settings] → [Documents]

You may create folders to manage files by categories.

     1. In the [Documents] page, click [+ Add New] button on the right and click
         Create New Folder.

     2. Enter the new folder name and click Create. You will see the created folder
          above the list of files.

You can move an uploaded file into another folder by clicking [⋮] on the right end of the bar then Edit.

https://d33v4339jhl8k0.cloudfront.net/docs/assets/5ee30ccd2c7d3a10cba8ce09/images/62149933025ca67522c7dc91/file-JkDgOZL1z5.png

Edit or delete files

Navigate to: [Company Settings] → [Documents]

  1. To edit or delete an uploaded document, click on [:] on the right side of the bar. You can edit the file name, folder location and tags.
https://d33v4339jhl8k0.cloudfront.net/docs/assets/5ee30ccd2c7d3a10cba8ce09/images/621499a6d86136157d9a6d26/file-zUm3cr5vkp.png

When you click Delete, you will see a popup confirmation.

Note: You cannot restore a file once deleted.

Add links

Navigate to [Company Settings] → [Documents]

You can gather all your frequently visited websites, Google Doc files, Google Drives and Dropbox links in one place.

1. In the [Documents] page, click [+ Add New] button on the right and click Add a File Link.

https://d33v4339jhl8k0.cloudfront.net/docs/assets/5ee30ccd2c7d3a10cba8ce09/images/621499c32130e51694689e78/file-ekji0nz8DE.png

2. Enter the file name, link and tags (optional) then click Add.

https://d33v4339jhl8k0.cloudfront.net/docs/assets/5ee30ccd2c7d3a10cba8ce09/images/621499ddd86136157d9a6d28/file-BeBa5YYiib.png

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