Below are step-by-step instructions for how to add documents in Equip.

Step 1: The first step in creating a document is locating the Documents tab in the left-hand tool bar. To do this, select “Documents” in the navigation menu.

Step 2: If you don’t have any documents yet, you can click either of the “Add Documents” buttons to get started. If you’ve already added a document to your library, click on the button in the top right. This button will always be visible on the Document Library page.

Step 3: Name your document. This is how the routine will show up in your library and to any other users you may share it with.

Step 4: Provide an optional description for the document. This section may be used to explain the purpose of the document.

Step 5: Next, select a category to be associated with the Document. You can select from the list below, or leave it blank and decide later. Categories can be further customized from the list (see Category how-to guide).

Step 6: Attach the Document to be viewed through the Document Library. You may drag and drop or browse to select the desired file.

Step 7: Search for recipients and add the Document to their Document Library. Here you may select individuals or groups to assign the Document to.

Step 8: Finally, select “Create Document” at the bottom of the screen.

Step 9: Congratulations! You have successfully created your first Document! Your Document will now be visible within the Document Library on the left-hand toolbar or through individuals’ profiles.