---
title: "Upload Documents"
slug: "uploading-documents"
updated: 2026-02-20T07:02:06Z
published: 2026-02-20T07:02:06Z
canonical: "help.symphonysummitai.com/uploading-documents"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Upload Documents

You can upload relevant documents to the application document library. You can store and publish set of documents for the users based on Tenant, Customer, and Location. A document published for a specific combination of Tenant, customer, and location is accessible to only those users who have access to the selected Tenant, customer, and location. Using the ALL options, you can also publish a common document for all the users. The users can view the uploaded documents to which they have access on the **End User Dashboard** page by clicking the **Documents** tile.

To upload documents, perform the following steps:

1. Navigate to **Admin> Documents > General > Upload Document**.
2. On the **Upload Document** page, click **Add New** from the right actions panel.
3. Type in the required information to upload a document.
4. Click **Submit.** A new document is uploaded. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Upload Document 1.jpg) Figure: Upload Document page

##### Field Description

The following table describes the fields on the **Upload Document** page:

| **Field** | **Description** |
| --- | --- |
| Document Name | Type in the name of the document that you want to upload to the Application Document Library. |
| Document Type | Lists the document types that are configured under the Common Masters. For more information about configuring value for a document type, see Configuring Common Masters. You need to select Document Type from the Master Type list and configure the required value. Select a document type from the list. |
| Description | Type in a brief description about the document. |
| Department | Select the Department for which this document should be uploaded. |
| Customers | To control the access of documents for specific customer, select the customers from the **Available Customers** list and click **>** to move to the **Selected Customers** list. To remove customers from the **Selected Customers** list, click **<**. All the customers under the **Selected Customers** list will have access to the document. **Note:** If you are publishing common documents for which you want to give access to all users irrespective of the Tenant, customer, and location, select All. |
| Locations | To control the access of documents for specific location, select the locations from the **Available Locations** list and click **>** to move to the **Selected Locations** list. To remove locations from the **Selected Locations** list, click **<**. All the locations under the **Selected Locations** list will have access to the document. **Note:** If you are publishing common documents for which you want to give access to all users irrespective of the Tenant, customer, and location, select All. |
| Publish | If selected, the document is displayed to the users. |
| Active | - If selected, the uploaded document is active and is displayed to the users. - If not selected, the uploaded document is inactive. |
| Attachment | Click the **Upload** icon to browse and upload a document to the Application document library. |

##### Actions

This section explains all the icons displayed on the **Actions** on the right panel of the **Upload Document** page.

**Show List**

Click **Show List** to display the **List** table showing all the documents uploaded to the Application. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/uploading-documents-image-40xgz085.png) Figure: Upload Document page: List of documents

- To edit a document details, click the document **Name**. Make appropriate changes and click **Submit**.
- To display the inactive documents, click the **Include Inactive** check box.

> [!NOTE]
> Note:
> 
> When the uploaded documents are displayed in the **List** table, the **Add New** action is displayed on the right **Actions** panel. Click **Add New** to upload a new document.