Create a Document¶

Tip

Documents can be bulk imported by Active Steward support (support@activesteward.com). Document attributes can be bulk imported / exported for all documents in the partition. Document attributes are labels each document type has. They make identifying and searching files easier.

1. 👆 Navigate to Documents 👉 Add New Document.¶

Tip

Multiple files can be selected at once and uploaded together.

2. 👆 Select the file(s) to upload by clicking the "Choose files" button.¶

3. ✍️ Enter the name of the document.¶

4. 👆 Select the type of documentation being uploaded. Every document in Active Steward has a type. If your document does not fit into any of the type options, then use "General Documentation".¶

5. ✍️ Enter the creation date of the document. The upload date is stored automatically.¶

6. ✍️ Enter any relevant document attributes. Each document type has a set of specific attributes. See this tutorial to link constituents, products or entities.¶

Tip

All metadata (document attributes) for files in the current partition can be exported by administrators in the Bulk Data screen. Bulk Data is found under the settings icon in the top navigation bar. This data can also be bulk uploaded by admins.

Create a Document¶

1. 👆 Navigate to Documents 👉 Add New Document.¶

2. 👆 Select the file(s) to upload by clicking the "Choose files" button.¶

3. ✍️ Enter the name of the document.¶

4. 👆 Select the type of documentation being uploaded. Every document in Active Steward has a type. If your document does not fit into any of the type options, then use "General Documentation".¶

5. ✍️ Enter the creation date of the document. The upload date is stored automatically.¶

6. ✍️ Enter any relevant document attributes. Each document type has a set of specific attributes. See this tutorial to link constituents, products or entities.¶

7. 👆 Click "SAVE AND RETURN".¶

8. 🥳 The document will be saved into the document database.¶