Gladtolink platform allows you to generate, edit and complete documents in multiple ways. However, sometimes you may be interested in uploading documents already created to storage and label them in Gladtolink. Use the option to upload documents, available in the main menu and at the top of the library.
In the main menu, you will find the function of uploading documents by clicking on the “Create / Upload” submenu:
In the library you will see the functionality of uploading documents in the top bar:
When you click on the cloud icon, a window will appear in which you can drag the documents you want to upload. You can also click anywhere in the window to open the file browser and choose the documents manually.
After configuring the sections described below, you must click on the “Accept” button at the top of the window to confirm the upload.
Once the documents have been selected or dragged, they will be uploaded to the platform and will appear in the upload list. Here you can change the name of the documents, see their status and size, as well as delete them so that they will not be uploaded to the platform when we confirm the upload.
Assign to Dossier
If you are interested, you can assign the uploaded documents to one or several files. To do so, you must click on “+ Select files” and look for the files of your interest. Once you accept the upload of the documents, they will be assigned to the selected files.
In addition to assigning them to dossiers, you can label the documents you upload in this way. In the label selection box, select the labels of your interest.
Once the tags are selected, you can specify a value (in the tags that have a list of values associated), a status (in the tags that have an assigned workflow), as well as specify the values for the fields (in the tags that have an associated form). These settings will be applied to all documents that you upload through this process.