Uploading Documents
This section describes how campaign-related documents are managed within MEplan. It covers uploading files to the plan’s Documents tab, assigning document types, and downloading multiple documents in a single ZIP file to support efficient record-keeping and campaign documentation.
Uploading Documents
The Documents tab, located within the Detail tab on the plan, stores all documents related to the campaign.
To upload a document:
-
Select the options menu (
). -
Choose Create Document.
-
Select the appropriate Document Type.
-
Upload the file and select Proceed to save.
Multiple documents can be downloaded simultaneously by:
- Selecting the checkbox next to each document
- Opening the options menu () and selecting Download to ZIP Folder.
The selected documents will be compressed into a ZIP file and downloaded to the user’s downloads folder.