Documents

Have you struggled to maintain a repository of all the product-related documents or important links at a single location and find them when required?

The Calibo Accelerate platform solves this problem by providing the Documents option at the product level. You can create a collection of all your product-related documents or add links to important documents, making it simple to locate and retrieve the required documents within a few seconds.

How do I add a document or link?

1. Sign in to the Calibo Accelerate platform, navigate to Products and select the required product.

2. On the product screen click the ellipsis (...) at the top right corner of the screen and click Documents.

3. View the list of added documents, search for a specific document, or filter them based on user, type or period.

4. Click + Add Document. Select the type and provide the required information:

   • Link - Provide the URL, name, and description.

   • Document - browse to locate the document or drop a document. Provide the name and description of the document.

5. Click Add.

What other tasks can I perform on the added documents?

You can edit or delete a document or link that you have added.

Edit a Document or Link

1. Navigate to the Documents page.

2. Locate the document you want to edit.

3. Click the ellipsis menu (…) next to the document.

4. Select Edit. The Edit Document or Link page will appear.

5. Update the required fields:

   • Type – Choose whether it is a Document or a Link.

   • File/URL – Update the uploaded file or URL (if applicable).

   • Name – Update the document name.

   • Description – Add or modify the description of the document.

6. Click Save to apply the changes.

Delete a Document or Link

1. Navigate to the Documents page.

2. Locate the document you want to delete.

3. Click the ellipsis menu (…) next to the document.

4. Select Delete. A confirmation dialog appears.

   1. Click Yes to confirm deletion. The document is permanently removed from the list.

   2. Click No if you do not want to proceed with the deletion.

Managing Documents

You can view, search, and filter the added documents .

View Documents

1. View the complete list of all uploaded documents and links along with details such as Name, Description, Added By, and Added On.

2. If you click the document name, the file will be downloaded to your local system for viewing.

3. If you click the link name, the URL will open in a new window.

Search Documents

Use the Search by name field to quickly find a specific document.

Filter Documents

1. Click on the Filters button to refine the list.

2. You can filter documents based on:

   • Added By - Select the user who added the document.

   • Document Type – Filter by document type.

   • Created Between – Select a date range to view documents created within that period.

3. Click Apply to see results or Clear all to reset filters.

Is there a restriction on the file type or file size that I can upload?

• The supported file types are: pdf, jpeg, jpg, png, doc, docx, p12, csv, xlsx.

• The maximum permissible file size is: 10 MB.

Recommended Topics

What's next? View or Edit Product Details