Upload Documents

CloudOnex Business Suite provides robust document storage capabilities that allow you to securely store, organize, and share business documents with your team and customers.

How to Upload Documents#

1. Navigate to the Documents section in your Business Suite
2. Click the New Document button
3. Either:
   • Drag and drop files into the upload area
   • Click "Browse" to select files from your computer
4. Add any relevant metadata:
   • Title/Description
   • Whether you want to share with customers or not
5. Click "Upload" to complete the process

Problem uploading documents?#

You can check the file uploading troubleshooting here-

Troubleshooting/File Upload