facilitr FAQ Support Center

Contact Us
  1. Support
  2. Tutorials
  3. Documents Upload

Documents Upload

With Faciitr you can Upload a 'Single document' at a time with specific details or use 'Bulk upload' document facility for uploading multiple documents at once and then edit the details.

To Upload Single Documents into Facilitr, use these steps:

  1. Select the facility.
  2. Click on 'Upload' button from the upper menu or home page.
  3. Select the type of document you would like to upload from the 'Upload' button dropdown.
  4. Browse and locate the document file and click on Open OR you can just drag and drop file in the drop section.
  5. Enter Document type.
  6. Enter optional details like: Date, Identifier, Status, Work Order number, Invoice number, etc., and Document Security details.
  7. For Document Security details, by Default 'All users who have access to facility can view' option will be selected
  8. Schedule follow-up. (optional)
  9. Enter Cost, Payment Method and any supporting comments about the documents (optional)
  10. Click on Upload Document.
  11. Look for 'Success' confirmation message.

To Bulk Upload Documents into Facilitr, use these steps (link to tutorial video below) :

  1. Select the facility.
  2. Click on 'Upload' button from the upper menu or home page.
  3. 'Click for Bulk Upload' button.
  4. Select files from your computer OR Use Drag and Drop files section.
  5. You can now fill up the optional information / settings like Document Type, Date, Status, Document Security and Schedule follow up for all the uploaded documents.
  6. To enable the field, click on the checkbox first and then fill up the respective information.
  7. The Settings/ Information you fill up will be applied to all uploaded documents. 
  8. You can change individual document settings once the document upload is complete.
  9. Click on 'Upload Document'
  10. BEFORE leaving the page (after you clicked Upload Document) scroll to the bottom of the page to see the edit table.  Additional information could be edited 'in-line' by double clicking in the field you wish to edit.  Changes made in the table will automatically be saved when you leave the page. You do NOT have to click 'Upload Document' again.

Tutorial video for Bulk Upload could be viewed following this link: https://www.facilitr.com/Tutorials/Facilitr_Bulk_Upload_tutorial_video-v1.mp4