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Add Document in a User's Profile

Summary

This article explains how Admins can add Documents to a user’s profile on Plumm. It covers the permissions required for Admins, the steps to upload documents, file limitations, and options available during the document upload process.

In this article

  •  Before you begin
  • Step 1: Log in and navigate to User's Profile
  •  Step 2: Add Document
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have Admin permissions to add Documents in the User's Profile.
  • Add Document option is only visible to Admins with the correct permissions. If you do not have the required permissions, you will not see this option.

Step 1. Log in and navigate to User's Profile

  1. Log in to Plumm using a valid Admin account.
  2. Navigate to the User's Profile section.
  3. In the Documents section, click on Add Document.

Step 2. Add Document

  1. In the Documents section, you will see folders that are listed from Settings > Documents > User Documents.
  2. Admins can add documents to any folder visible in this section.
  3. Click on the Add Document button. A dialog will appear with two options:
    • Drop files here
    • Browse
  4. By clicking on Browse, you can upload files. Plumm allows you to upload the following types of files:
    • PDF
    • Word documents
    • Excel files
    • Image files (JPEG, PNG, etc.)
  5. Each file can be up to 5MB in size.
  6. Upload Limitations:
    • Admins can upload a maximum of 10 files at a time.
    • If you select fewer than 10 files, you can add more by clicking the Add More button.
    • If you want to remove all documents added, you can click on the Cancel button, which will remove all selected documents and give you another chance to upload files.
    • If you reach the maximum of 10 files and try to upload more, you will receive a warning message that only 10 files are allowed for upload at a time.
  7. Once you’ve added documents within the allowed limit, you will see the Upload option to confirm the upload.
  8. After successfully uploading the documents, they will be displayed in the corresponding folder in the Documents section of the user’s profile. You will also see the following details for each uploaded file:
    • Uploaded Date
    • Uploaded By

Frequently Asked Questions (FAQ)

1. Who can add Documents in a User’s Profile?

Only Admins with the correct permissions can add Documents in a user’s profile.
 

2 .  What file types can I upload in Plumm?

  1. You can upload the following file types:
    • PDF
    • Word documents
    • Excel files
    • Image files (JPEG, PNG, etc.)
 

3.  What is the upload limit for documents?

 You can upload a maximum of 10 files at a time. If you try to upload more than 10 files, you will receive a warning message.
 
 

4.  Can I add more than 10 files at once?

No, the upload limit is set to 10 files per upload. If you need to upload more than 10 files, you can select the remaining files and upload them in a separate batch.
 
 

5. Can I add more than 10 files at once?

 If you want to remove all documents you’ve added, you can click on the Cancel button. This will remove all selected documents, and you can attempt the upload again.
 

6. What information is displayed after uploading a document?

After uploading the document, you will see the file listed in the appropriate folder along with the following details:
  • Uploaded Date
  •  Uploaded By

This article covers how Admins can add Documents to a User’s Profile on Plumm, focusing on the permissions required, the file upload process, and the limitations for document uploads.