This guide walks you through 8 steps for the task: Upload Site Documents to Vertex Vault. Play the interactive walkthrough, or follow the step-by-step instructions and screenshots below.
Interactive walkthrough
Step-by-step instructions
Step 1
Access relevant documents by selecting 'DOCUMENTS' in the sidebar.
Step 2
Navigate to the 'Vertex Vault' for a secure, organized document repository.
Step 3
Click the 'Site Documents' tab to view and manage site-specific files.
Step 4
Preview important documents instantly by selecting 'View File'.
Step 5
Upload site documents directly by clicking 'Upload File' under the required section.
Step 6
Confirm your file choice and upload with a single click.
Step 7
You can easily cancel the upload process at any time if needed.
Step 8
