Create a Document

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.

7. 👆 Click "SAVE AND RETURN".

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