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  • Press New Document, then complete the fields as follows:

    • Document Name - enter the name of the document, followed by the file extension (e.g .pdf, .docx, .xlsx)

    • Document Unqiue Unique name - this is automatically populated from the Document Name field (must not have any spaces)

    • Add a Description if you wish, and leave the other fields as they are.

    • Select the File either by uploading locally or referencing a URL and press Save.

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