How to Manage Location Documents

Upload, view, and organize documents in the Location Profiler.

Admin: Full Access

Super User: Edit Only

Basic User: View Only

Group Manager: View & upload images & answer surveys

Add Documents

1. Open the Location profile and go to the Documents tab.

2. Click Upload documents or drag and drop files.

   • Supported formats: XLS, XLSX, DOC, DOCX, PDF, CSV

   • Max size: 20MB per file, up to 20 files per upload

3. Click Save (if prompted) to complete the upload.
   
   

View Documents

1. Click the More actions (three dots) icon next to a document.

2. Select View to preview the file in the system or associated application.
   
   

Manage Documents

1. Use Search and Sort by to locate files:

   • Search by file name

   • Sort by Last edited, Last added, or Alphabetical

2. Perform actions on individual documents via More actions:

   • Download

   • Delete

3. Bulk actions:

   • Select checkboxes next to multiple files

   • Use More actions to Download or Delete all selected

   • Click Deselect all to clear selections