The Documents application allows you to securely store documents of various formats.

Uploading documents can be done from several entry points.

Directly from the application

1. Open the application (several possibilities):
   
2. Click on the Documents application icon 
3. Select the space in which to send documents (“My documents”, “Companies” or “Users” spaces) then two possibilities:
   • Either drag and drop the documents directly into the application
   • Or click on the icon :
     • Either drag and drop documents into the pop-up windows
     • Or click on   to open your file explorer
4. Depending on the selected space, the requested fields are different:
   • For the space “My documents”, the fields to be completed are:
     • Parent (i.e. the folder or sub-folder in which the documents will be uploaded)
     • File name
     • Comment if necessary
     • Document uploaded date
     • Classification date
   • For the “Companies” and “Users” spaces, the fields to be completed are:
     • Destination: choice of company or user account
     • Folder/sub-folder
     • Choice of visibility (which users will be able to see this document)
     • File name
     • Comment if necessary
     • Document uploaded date
     • Classification date
5. Complete the other requested fields by clicking on the “+” button on the right of each file
   
6. Click on

In case of multiple uploads, it is possible to fill in the same information for all documents.

1. Click on “Global settings”
2. Click on “Apply to all” to confirm

From the portal

1. Either drag and drop documents into the “Documents” widget
   Or click directly on “Drop files here” to open the file explorer
2. Select the folder in which the documents have to be uploaded
3. Confirm by clicking on “Send”.

From the application Scan

Scan offers the possibility to upload documents.

1. Click on the bunk “Documents”
2. Drag / scan the documents into it
3. Fill in the document name, the creation date, the classification date
4. Choose the location of the documents in the box directory
5. Put a description
6. Click on “Send”
   
   

From the email sending

As mentioned in the article “How to send documents by email”, there are two ways to upload documents :

• Send documents in “My documents” area
• Send documents in the company’s box

Get email addresses to whom to send

To obtain the email addresses to whom to send the documents, do the following:

• Login to the portal
• Click on the widget “Email Gateway”

• Select the required company

The two email addresses associated to the two available sending possibilities are displayed.

Send documents by email

• Connect to a mailbox (personal or professional)
• Create a new email
• Indicate as recipient the email address of the desired space, previously retrieved from your portal
• Attach the documents*

The documents will then be sent to the specified location.

*Type of authorized documents: Office®, PDF, CSV, XML