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Steps to Upload a Document
Navigate to the Upload Section:
From the main dashboard, select "Document Management" and click on "Document Upload."
Select Document Type:
Choose the appropriate document type from the dropdown menu. This helps categorize the document accurately for future reference.
Upload the File:
Click the "Upload" button and select the document file from your local system. Ensure the file format is supported by Orthogramic.
Enter Document Details:
Fill in the required fields such as document title, description, author, and date of creation. These details aid in identifying and categorizing the document.
Assign Organizational Unit:
Select the relevant organizational unit that the document pertains to. This ensures the document is stored in the correct category and is accessible to the right team membersUpload the File: Select your file. Ensure the file format is supported by Orthogramic. it will be uploaded automatically.
Save and Confirm: Review the entered details and click "Save" to
upload the document. A confirmation message will indicate successful upload.Verify Upload:
Navigate to the Document Repository to ensure the document is listed and categorized correctlycomplete the upload.
How Uploaded Documents Are Processed
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Learn about the details of the Document Weighting methods in: Document weighting and criteria analysis
Profile
Profile Settings within Orthogramic, enabling users to update their personal information, customize notification preferences, and manage organizational settings. Accurate and personalized profile settings ensure efficient and tailored use of the system.
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