DOCUMENTSVizula uses document folders as a way of keeping key information and data at the point in your business that you need it. Key documents can be uploaded, such as employment contracts, legal agreements, design files, CAD drawings, images etc. wherever the documents folder is present.
Uploading a Document1. Open the documents folder by clicking the folder icon.
2. The Documents Folder will open
3. Click the 'Add Document' icon
4. The 'System File Dialog' will open.
5. Select a file or files to upload and click 'Open'.
6. The selected file(s) will be uploaded to Vizula and will appear in the Documents Folder.
Downloading a Document from the tileThe Business, Location and HR pages have a special page tile allocated to documents. In these cases, you can download documents directly from the tile.
1. Click the document directly from the
DOCUMENTS tile.
2. The file will be downloaded.
Downloading a Document from the Document Folder1. Click documents folder icon
to open the Documents Folder.
2. The Documents Folder will open
3. Click any file to download it to your device.
Deleting Documents1. Open the documents folder by clicking the folder icon.
2. The Documents Folder will open.
3. Click the 'Enable Delete Mode' icon
4. The icon will turn red
and you can now select files to be deleted by clicking them. A trash icon will appear in the top right corner of the file icon indicating that it is ready for deleting. You may select as many file for deleting as you wish.
5. A large trash icon will appear in the document folder toolbar indicating how many files will be deleted.
6. Click the large trash icon 'Delete Documents' to delete the selected files.
7. A confirmation sub-menu will be displayed asking for confirmation of deleting the document.
8. Click 'DELETE' to remove the document(s).
