Overview
The Documents area is where you store files in FieldPie so authorized users can access them. Uploading a document adds a file to your document space, and files are kept within your folder structure, so it is best to upload into the folder where the document belongs. Keeping documents organized from the start makes them far easier to find later.
Before You Start
You need access to the Documents area and permission to add documents. Have the file ready on your device and make sure it meets FieldPie’s supported formats and size limit. If the file belongs in a specific folder, open or create that folder first.
How to Upload a Document
- In the left navigation menu, select Document.
- Click the upload icon in the top-right corner.
- Click Choose File in the menu that opens and select the document to upload.
Tips and Things to Know
- Upload into the right folder so the file is easy to find later.
- Check the file’s format and size before uploading to avoid a rejection.
- Uploaded files are available to authorized users, so keep sensitive files in the right place.
- Create a folder first if you need a new category for the document.
Frequently Asked Questions
In your document space and, if you uploaded into a folder, inside that folder, where authorized users can access it.
Organizing into folders keeps documents tidy. Open the target folder before uploading, or create one if you need a new category.
Authorized users can access the documents you upload.