Files can be organized in custom folders, with sorting options available to keep everything well-structured. This provides all the typical features expected of file storage systems, such as easy management and retrieval.

Navigate to the File Storage module.

Create new folders for better organization, and nest them as many layers deep as needed:

Click into a folder to open it, click the 3 dot menu next to a folder to rename or delete, and use the breadcrumbs to make navigating easy.

Use the 3 dot menu next to any file to Preview, Download, Rename, or Delete.

Check the boxes next to the file names to bulk move or delete.

Users can upload a variety of file types, such as CSVs, PDFs, images, and videos, and each file type is handled uniquely to maximize utility.

When a CSV is uploaded, the system automatically generates a plot view if the data within the CSV is suitable for plotting, allowing for immediate visualization of the data.

Videos can be previewed / played directly within the app, streamlining access to visual content without needing to leave the platform.

PDF files allow users to highlight lines of text and create requirements, adding a layer of interactivity and utility for reviewing documents.

Click on the pen icon to start or stop highlighting. Click the hamburger menu to view all highlights.

Highlighted text can be copied to your clipboard (1), used to create a requirement (2), or deleted (3).

Image Files can be viewed and edited.

Edited Images are saved as a new copy.

.GIFs can also be previewed and edited.

Start by going to the file storage area where you can conveniently upload your PDF document. This section is specifically tailored for managing files, helping you keep your documents in order. Ensure you choose the right PDF file from your device that you intend to upload.

After the PDF has been uploaded successfully, click on the PDF file to view it. This step is vital as it enables you to check the content and layout before moving forward with the conversion. Take your time to confirm that all details are correct and properly formatted, as this will influence the final result.

Once you have verified that the PDF is accurate, click the "Convert to Procedure" button to begin the conversion process. This action will commence the change of your PDF into a procedure format. Please be aware that this process might take some time, depending on the size and intricacy of the PDF document.

After initiating the conversion, a notification will pop up on your screen indicating that the procedure is being processed.

When ready, the import will be on your notifications screen.

Just like with other imports, click into the notification to view the new procedure draft.

Once the conversion is done, take the time to carefully examine the newly generated procedure. This step is crucial to ensure that all content has been imported accurately and that the formatting aligns with your expectations. Look for any inconsistencies or mistakes that may have arisen during the conversion process, and make any necessary changes.

This import method does support tables and attachments!