Document Management Process¶
Purpose¶
Get a file into SureSign, and later find, view, and download it.
Role required¶
Any authenticated user with access to the project — Client accounts can upload and delete documents too, not just Admin/Super Admin.
Steps¶
- Upload the document into the correct folder.
- Preview it to confirm it uploaded correctly (where the file type supports inline preview).
- Download it whenever you need the original file.
Expected result¶
The file is stored against the project, viewable (or downloadable) by anyone with access, and appears in your organisation's document views.
Linked modules¶
Common mistakes¶
- Uploading to the wrong folder — check the destination folder shown in the upload dialog before confirming.
- Assuming every file type previews inline — Word documents and some other types are download-only.
What to do next¶
If this document satisfies a delivery document requirement, update that entry's status to match.