Adding new document will require to set document group first , for this we need some steps, before going to document upload page

Adding Document Group

Step 1: Access Document Groups

• Navigate to Documents Module and select Document Groups

• Click on "Add New" button in Document Groups

Step 2: Creating Document Groups

Enter Required Information:

• Group Title* (e.g., Policy documents, Sales Documents)
• Sequence #* (numerical order for display)
• Select Status* (Active/Inactive)

Add Short Description explaining:

• Purpose of the group
• Types of documents to be included
• Access requirements
• Usage guidelines

Adding the Document

Step-by-Step Upload Process

Step-1:

Navigate to the Documents section in the left sidebar and select ‘Manage Documents’.

Step-2:

Click the "Add New Document" button in the top-right corner of Documents detail view.

Step-3:

Give Basic Information

• Enter document Title (required field)*
• Select appropriate Document Group from dropdown.

Step-4:

Document Submission Settings

• Choose "Allow document submission" options (yes/No)

Step-5:

User Assignment

• Choose recipients under the "Client" or "Agent" tabs
• Option to "Select all Clients" using the checkbox
• Use the dropdown to select specific users

Step-6:

File Upload

• Click "Choose File" button
• Select your document
• Supported file formats:

Images: PNG, JPG, JPEG

Documents: DOC, DOCX, PDF

Spreadsheets: CSV, XLSX, XLS

Step-7:

Finalizing Upload

• Review all entered information
• Click "Submit" button to complete the upload