Where can I upload documents?

Pendo offers two storage areas for documents:

You can add the document(s) to the Building:

• Click on Properties and select the building to which you want to add the document.
• Click on the documents icon:

OR

You can add the document(s) to the unit:

• Click on Properties, find the building and select the unit you want to add the document to.
• Click on the documents icon:

Upon clicking the icon, you will be presented with preset folders based on the unit names entered into Pendo.

Right-click on an empty space and click “Create Folder’:

Enter the new folder/subfolder name and click Create Folder.

 

 

 

 

 

 

 

Once the folder is created, you can right-click to view additional menu options:

• Rename the folder
• Delete the folder
• Download the folder to your computer

Click on Info to review stats for that folder:

Upon uploading files, the Activity Feed on the respective Building or Unit page will display the action by the user.