How to upload documents
There are two ways to upload documents in ManagePlaces:
Directly into a project: useful for project-specific documents and files
Directly into your account: useful for documents that are account-specific.
Both methods are very quick and easy:
1. Uploading documents directly into a project (suitable for project related documents)
Watch our short tutorial:
Follow the steps below:
1.1. Click on "Projects" in the top menu bar and select the project you want to upload documents to by clicking on the project name:
1.2. Now simply click on the "Documents" tab at the top right in the menu bar:
1.3. Click on the blue "Upload Document" button. Now you can upload a document from your device.
You can create folders and move the files around at any time.
1.4. In the new window you can drag and drop a file or select "Browse" to search for the document.
1.5. When the new document is added it will appear in green. Now you can close the window if you don't wish to upload more documents.
2. Uploading documents into your account (suitable for account related documents)
Watch our short tutorial:
Follow the steps below:
2.1. From the Company Dashboard click on "Documents" in the top left menu:
2.2. Then click the blue "Upload document" button on the left:
2.3. In the pop-up window, you can upload documents from your device – click on "Browse" and search for the file:
2.4. When you find it, select it and click on "Open". When the upload process is over, you can see the file in green:
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