Documents

ShiftNote provides a storage area for your important documents that you can share among one or multiple locations.

Adding Documents

  1. Click on Documents icon in top menu.
  2. Click Upload New Document
  3. Enter name of file and description
  4. Click Choose File to select a file to upload
  5. Choose a file from your computer.
  6. Choose an existing folder or create a new folder for your file
  7. Choose which location(s) can access the document
  8. Select which user type(s) can access the document
  9. Click Save Document

Downloading Documents

  1. Click on Documents icon in top menu.
  2. Click a folder to open the contents
  3. Click on a document to download