Documents_Upload.md

How to Save Document?

This guide helps to Save a document to Doculan allows you to securely store and manage files within the platform. Simply choose the appropriate storage path, select your PDF file, and upload it to the designated folder. This ensures your documents are centrally organized and easily accessible for future workflows. The process supports efficient document management and seamless retrieval.

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Save the Document

1. After creating or editing the document, click the Save button in the Document Editor.

Screenshot 1

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Enter Document Name

2. The Save New File popup appears.
3. Enter the required Document Name.
4. Click Confirm Save to proceed.

Screenshot 2

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Select Storage Location

5. The File Upload popup appears.
6. Select the required folder where the document should be stored in Doculan Storage.
7. Click Upload File to save the document.

Screenshot 3

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Verify Saved Document

8. The document is successfully uploaded and can be viewed in the selected folder within Doculan Storage.

Screenshot 4

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