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Uploading a document

The Origin app allows its clients to create an organizational hierarchy using its Facilities section. You can add details about your building/organization/facility, edit and update general information, and upload various documents as required.

How to upload a document

To upload a document to a building, follow these steps:

  1. Click on the Facilities drop-down from the left navigation panel and select Building Optics.

     

     

  2. You'll see a list of facility names with a + icon next to each name.

  3. Click on the + icon to reveal the buildings of a facility.

  4. Click on the building name to upload a document to it.

  5. You'll be directed to the building optics page of the selected building.

  6. Scroll down on this page and you'll see different tabs.

  7. Switch to the Documents tab.

  8. Click on the + Upload Document button.

  9. A modal will open.

     

     

  10. Click on Type of document drop-down and select what kind of document you are uploading.

  11. Set a date in the Expiration date field for when the document expires. For example, if it’s a license.

  12. Click on the Send me reminder drop-down to set a time to get a reminder about the document expiry.

  13. Add a description of the document in the Description box.

  14. You can either drag and drop a file or click to browse and upload the document from your desktop.

  15. Click Update to upload the file or hit Cancel to go back.