Who is this article for?

Administrators that need to upload documents.

Administrator permissions are required.

This tutorial guides you through uploading documents to a checklist in the Regulatory Intelligence application, enabling you to add both uploaded files and external links to your regulatory checklists.

1. Uploading documents

1.1 Video

1.2 Steps

1. Open the Menu.
2. Click Checklists to access the section for relevant regulatory requirements.
3. Select the checklist relevant to your document.
4. Click the relevant checklist to open it.
5. Click Documents to manage associated files.
6. Click Add Document to upload a new document.
7. Click Type of Documentation to choose between uploading a document or adding a link to an external document.
8. Click the Name field to enter the document's title.
9. Click the Description field to add details about the document.
10. Fill in the new document name to identify it clearly.
11. Click the area to browse and select the file to upload.
12. You can upload a document here, or drag the document from your folder into the white space below.
13. Click Save to upload and save the document.
14. Click Add Document again to add another document.
15. Select the Upload Document option from the menu for the new document.
16. Choose Upload Document to continue adding a file.
17. Click the Name field to enter the title for the new document.
18. Fill in the name for the external document to distinguish it.
19. Navigate to the description field to provide more information.
20. Fill in the description for the external document to clarify its content.
21. Click the Url field to input the link for the external document.
22. Click Save to confirm the changes to the external document.
23. To edit your document, click here.
24. You can edit any of the fields you filled in previously, or use the toggle at the bottom to make the document inactive or active.
25. Click Update to apply changes to the document.