Create & Manage Documents
Uploading documents ensures that all necessary information is easily accessible and organized in one place. By uploading documents, you enable seamless collaboration with other users involved in your Eleplan, facilitating better communication and more effective care.
When sharing your documents through Eleplan, you have the flexibility to control access with time-restricted links, ensuring your documents remain secure. You can set these links to expire in as little as 5 minutes or up to a maximum of 7 days. This feature provides an added layer of security, allowing you to share sensitive information with confidence, knowing that access will automatically be revoked after your specified duration. Learn more about secure sharing.
To add a document, follow these steps:
Navigate to your Documents tab in your Assets drop-down menu.
Click the New button or drag a document (or multiple documents) from your device’s file explorer into the corresponding box.
Once a document has been selected, choose what type of document category it falls under, or create your own.
If necessary, change the title of your document and add a description to it.
Click the Upload button.
To edit a document, follow these steps:
Navigate to your Documents tab in your Assets drop-down menu.
Click the title of your document or click on the Edit button on that document’s menu.
The document’s information will display to be edited, similar to when the document is first chosen to be uploaded.
Once finished, click the Upload button to complete the process.
Security
When sharing your documents through Eleplan, you have the flexibility to control access with time-restricted links, ensuring your documents remain secure. You can set these links to expire in as little as 5 minutes or up to a maximum of 7 days. This feature provides an added layer of security, allowing you to share sensitive information with confidence, knowing that access will automatically be revoked after your specified duration. Learn more about secure sharing.
Adding a Document:
To add a document, follow these steps:
Navigate to your Documents tab in your Assets drop-down menu.
Click the New button or drag a document (or multiple documents) from your device’s file explorer into the corresponding box.
Once a document has been selected, choose what type of document category it falls under, or create your own.
If necessary, change the title of your document and add a description to it.
Click the Upload button.
Editing a Document:
To edit a document, follow these steps:
Navigate to your Documents tab in your Assets drop-down menu.
Click the title of your document or click on the Edit button on that document’s menu.
The document’s information will display to be edited, similar to when the document is first chosen to be uploaded.
Once finished, click the Upload button to complete the process.
Updated on: 12/12/2024
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