System Preference - Legal Docs
Overview
As a user with system configuration privileges, you can manage legal documents by uploading, viewing, and removing files.
Viewing Legal Documents
When logged in as a user with system configuration privileges and on the Legal Documents page under System Preferences:
- You will see a list of all existing legal documents.
- Each document will display its title and options to view or remove files.
Uploading Legal Document Files
To upload legal document files:
- Log in as a user with system configuration privileges and go to the Legal Documents page under System Preferences.
- Click the "Upload Files" button.
- Drag and drop or click to upload legal document files (each file up to 2MB).
- Click the "Upload" button.
- The files will be uploaded successfully.
- A confirmation message will indicate the files have been uploaded.
- The uploaded files will appear in the list of legal documents.
Removing All Uploaded Files
To remove all uploaded files:
- Log in as a user with system configuration privileges and go to the Legal Documents page under System Preferences.
- Ensure you have uploaded legal document files.
- Click the "Remove All" button.
- A confirmation prompt will ask if you are sure you want to remove all files.
- Confirm the removal.
- All uploaded files will be removed.
- A confirmation message will indicate the files have been removed.
Viewing Details of a Legal Document
To view details of a legal document:
- Log in as a user with system configuration privileges and go to the Legal Documents page under System Preferences.
- Select a legal document from the list.
- You will see the title of the selected document.
- A list of all files associated with the document will be displayed.
- Each file will have options to view or remove.
Canceling File Upload
To cancel file upload:
- Log in as a user with system configuration privileges and go to the Legal Documents page under System Preferences.
- Click the "Upload Files" button.
- Select files to upload.
- Click the "Cancel" button.
- The files will not be uploaded.
- You will be redirected back to the Legal Documents page without changes.
Canceling File Removal
To cancel file removal:
- Log in as a user with system configuration privileges and go to the Legal Documents page under System Preferences.
- Ensure you have uploaded legal document files.
- Click the "Remove All" button.
- Click the "Cancel" button on the confirmation prompt.
- The files will not be removed.
- You will remain on the Legal Documents page with the files intact.
Searching for a Legal Document by Title
To search for a legal document by title:
- Log in as a user with system configuration privileges and go to the Legal Documents page under System Preferences.
- Enter a search term in the search bar.
- A list of legal documents that match the search term will be displayed.
Viewing File Preview
To view a file preview:
- Log in as a user with system configuration privileges and go to the Legal Documents page under System Preferences.
- Click to view a file associated with a legal document.
- A preview of the file content will be displayed.
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For additional assistance or more detailed instructions, please refer to the help section or contact support.