How to Add or Update a Document?

Add a New Document

Step 1: Log in to the Admin Dashboard

1. Access the application's admin dashboard using your admin credentials.

2. Log in to the system.

Step 2: Navigate to Document Management

1. After successful login, navigate to the document management section in the admin dashboard.
   
   
   

Step 3: Add a New Document

1. Click on the "Add New" button to initiate the process of adding a new document.
   
   
   

2. Fill in the following document details:

   • Name: Enter the name or title of the document.
   • Code: Provide a unique code or identifier for the document.
   • Brief: Add a brief description or summary of the document.
   • Attached Files: Upload any associated files or documents.
   • Category: Select the appropriate category for the document.
   • Tag: Add relevant tags or keywords to categorize the document.
     
     
     

3. Click the "Save" button to save the new document. The document will be added to the system and will be available for management and retrieval.

Edit an Existing Document

Step 1: Log in to the Admin Dashboard

1. Access the application's admin dashboard using your admin credentials.

2. Log in to the system.

Step 2: Navigate to Document Management

1. After successful login, navigate to the document management section in the admin dashboard.
   
   
   

Step 3: Select the Document to Edit

1. Locate and select the document you wish to edit from the list of existing documents.
   
   
   

Step 4: Edit the Document

1. 1. Click on the "Edit Document" button to initiate the editing process for the selected document.
      
      
      

   2. Modify the document details as needed. You can update the following fields:

      • Name
      • Code
      • Brief
      • Attached Files
      • Category
      • Tag
        
        
        

   3. Click the "Save" button to save the changes made to the document.