The button to upload your files to Simplifya is always accessible when you're viewing your list of files. To upload a file (or multiple files), click the "Upload Documents" button in the top left corner of your DOCUMENTS module.
The "Upload Documents" button will take you to one simple interface where you'll select, review, and upload files.
To skip ahead:
Selecting files to upload
Any user within your Simplifya account is able to upload documents. Upon clicking the "Choose Files" button, a window will pop up giving you a view of the files in your system. To select multiple files at once:
- On mac, use the Command key (⌘) and left click on a mouse
- On a PC, use the Control key and left click on a mouse
The DOCUMENTS module supports most common file types, including: PNG, JPEG, CSV, XLS, XLSX, PDF, SVG, DOC, DOCX, GIF.
Note: We've limited the maximum file size to 10MB per file. Trying to upload anything larger than that will result in an error.
Reviewing files for upload
Upon selecting your files and clicking "Open", the selected files will populate in a list for you to review. While reviewing, your files will be displayed in a list with the following four columns:
- "File Name"
- "Save As"
- "Password" (an optional password that is required to view or download this file)
- "Tags" (given to files as a way to organize them)
The "File Name" column lists the name of the file as it's displayed on your computer. This is the only one of the four fields that is not editable when reviewing a question for import.
If you'd like to rename your file before importing it to Simplifya, you can do so using the "Save As" column. This column will pre-populate with the original name of the file, though it will remove the file extension (e.g. 'gif', 'png', 'xlsx', etc.).
If you choose to leave the current file name, you can also change the name of your file later.
|Tip: Be consistent when it comes to naming your files. This will make it easy for other users uploading files to figure out how to name, as well as save you headaches in the future when trying to find documents.|
The password field is optional. When a document has a password given to it, that password will be required for any user to view or download this file. As a best practice, we recommend only using passwords on sensitive documents.
We've made it so you can easily copy a password to all of the documents being uploaded. If you'd like to add the same password to all documents in an upload, use the "Copy Password" checkbox that appears beneath the "Password" field.
Note: The only time you'll be able to see the password given to a document is upon entering it. Make sure to record it separately.
When uploading documents, select from tags added by Simplifya or create your own
The tags field is optional. On the whole, we strongly recommend using tags, but they can be added at a later time.
Our Regulatory Analysts maintain a set of tags that can be added to your documents, but you'll also be able to add your own. As you type, the dropdown will filter so you can see any available tags that match what you've typed.
|Tip: To create a new tag, click into the "Tags" field and type the name of the tag you'd like to add. If the tag doesn't exist yet in your account, hit 'Enter' once you're done typing the name of the tag and voila, you've added your won tag.|
Once you've finished reviewing, click "Upload". You'll be taken back to your list of documents, which will include your recently uploaded files. To verify your files have been uploaded, click the arrows next to the "Date Uploaded" column to sort it by most recent upload date.
Keep reading: Using tags to organize documents