Uploading Company Documents at account level

Here you will learn how to upload Documents to your Site Connect account through the Web Portal

Please watch the below video on how to add company documents to your account so that you can access them at any time


Adding Company Documents (2:08)

HubSpot Video


Please also scroll down this article for further information...


In your SiteConnect web portal go to the Templates drop down on the left hand side menu, then select the Documents option


Documents side menu

Then click Add Document on the following screen .


Add document

From here you will have to type in the name of the Document and then upload the file via the Add File button.


Add Document file

You can also add a Site to assign this document to if it is relevant to a specific one. 


documenbt add projects


Once you have added a file, the Remove Files button will become available so you can delete the file if it is not relevant,


You can also delete the document and start over by clicking the bin icon on the bottom right hand corner.


Docs bin icon

Once you have filled in the Document name and have added the right files you can click Save to finalise the document.


Doc Save

This will then appear in your Documents list with the option to View, Edit or Delete the document.


Document options


Viewing the document will bring up all of the relevant details and give oyu the option to downloads the file(s) associated with it by clicking on them.


View Doc

Editing the document will bring up the same Document Form as before where you can edit the document title and add/remove files.


Deleting the document will give you the option to remove the Document entirely from this list.



Remove doc


If you need any further help or have any questions please contact the support team by email siteconnectsupport@lucidity.io or Ph: 0800 748 763