File Management

Files can be uploaded and linked to Stakeholder records and Interactions. Once the File has been uploaded and linked to the record, it can be managed by your Simply Stakeholders Administrator via the Admin menu. The 'Attachments' function is where the files can be organized into separate folders, uploaded in bulk, downloaded or deleted.

How to create a new Folder and organise Files

  1. Navigate to the 'Admin Settings' menu
  2. Click on 'Attachments', located under 'Data Management
  3. To create a new 'Folder', Click on the 'Add Folder (+)' icon
  4. Input the Folder name in the pop-up box and click 'Ok'. The new Folder has been created.
  5. Simply drag and drop your files into any folder