How to Upload a Document

💡Within each job, Loop Logics provides an efficient way to store and manage job-specific documents, keeping everything organised and easily accessible.

Steps:

Navigate to the relevant job and select Documents from the left-hand side menu.
Select New Document.

Choose Upload.

Choose the appropriate document category from the dropdown menu.

Drag and drop the file into the upload area, or click to browse and select it.

💡Once uploaded, your document will populate under the selected category.

Editing a document's name or category

If you'd like to edit the document name or category after uploading:

Select the document.

At the top of the screen, choose a different document category, or rename the document, as needed.

FAQ

Can I upload more than one document at a time? The upload area accepts drag-and-drop or a browse-to-select action for adding a document to a category.

Can I change a document's category after uploading it? Yes, Select the document, and at the top of the screen you can choose a different category from the dropdown.

What other ways can documents be added to a job besides Upload? The New Document menu also offers Request Signing, alongside Upload, for adding documents that need a signature.

❓ Need Help

If you have questions or need assistance, use the chat box in the bottom-right corner to contact the Loop Logics support team or email support@looplogics.com