Shared Documents

Modified on Tue, 28 Jul at 8:33 PM

Shared Documents gives you a place to share files securely within Payreq Delivery.

Uploading a file

Select Upload Document.
Select Choose file and select the file you want to upload.
Enter a name for the record. Both this name and the file name are displayed in the list.
Select Upload.

Uploading a shared document

Retrieving a file

Select the document icon at the far right of the entry.

Shared Documents list with the retrieve icon

Things to note

Upload one file at a time.
Word (.doc, .docx) and PowerPoint (.ppt, .pptx) files can't be uploaded.