How to upload a Document

A new Document can be uploaded in Aptter in various ways.

Regardless the webpage you are on, press “global add” on the right top and a form with tabs will appear. Choose “Document” to upload a new document with basic document fields. You can “save” the document or “save and open” to add more info.

While on Documents page you can upload a new document by pressing “add button” next to the entity title.

A document can be also uploaded while sharing a post or a question on Aptter’s dashboard or when posting in a discussion.

You can also upload a new document (or existing) and automatically relate it with an object, right from object’s page. Go to a contact/company, task or project page to do this.