Uploading Documents within Records

First, select the relevant Site from the Sites dropdown, then select Records from the left panel.

💡Each Site's document repository is unique, not shared across the organization.

At the bottom of the list, select the Documents tab.

When you click Add A Document to the right, a file browse window will open. You may select more than one document at a time.

Once the document is uploaded, anyone attached to the site can later download the documents by clicking on their titles.

💡 You can use this built in repository to securely share documents with your customer onboarding team too!

Later, if you want to remove the documents, just click on the trash can icon.

💡Tip: if you cannot upload the document due to the file type, you can try creating and assigning a Task with the document as an attachment.

If you have any questions or need further assistance, please e-mail help@mapistry.com or call (510) 313-1422.

Use Mapistry's built-in document repository to keep all your environmental files handy and organized.