How do I add a general file?

Modified on Fri, 28 Jan 2022 at 07:56 AM

Important information
Are you unable to perform the following steps? Perhaps you don't have the right role or user type. Please contact your organisation's Administrator or click here to read more about roles & user types.

By placing files in Leviy, all users always have the necessary files at hand. Files can be linked to one or a few clients, objects or units or can be made available for all employees within an organisation. Files that are applicable to all employees within an organisation can be placed under General files. A file that is added under general files can be automatically viewed by any user type, except the user type Customer. This way, important information can easily be distributed within the organisation.

Follow the steps below to add a general file:

1. Navigate to Files through the main menu

2. Click on General files

3. Click on Addto add a new file

4. Enter the required information

a. Select file

- Click on Browse or drag a file to the window

- Choose the file you would like to add

- Click on Next

b. Characteristics 

- Add the tile of the file under Title

- If desired, enter a more detailed description in the file under Description

- Click on Next to add the file

When adding a new file the file title is automatically taken over. If you still want to give a file a different title it can of course be edited.

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