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.