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SayPro Upload documents and reports

SayPro How to Upload SayPro Documents and Reports

1.SayPro Organize Your Files Locally

  • Group your SayPro documents (action plans, reports, attendance sheets, feedback forms) into clear folders named by project or month.
  • Use consistent file naming conventions, e.g.,
    SayPro_ActionPlan_ContentWorkflow_May2025.docx
    SayPro_MonthlySummary_May2025.pdf

2.SayPro Choose Your Upload Platform

  • Cloud Storage: Google Drive, OneDrive, Dropbox
  • Project Management Tools: Notion, Trello (attachments), Asana, Monday.com
  • Learning Management Systems (LMS): If your organization uses one (e.g., Moodle, TalentLMS), upload relevant training docs there.

3.SayPro Upload Steps (Example: Google Drive)

  • Log into your Google Drive account.
  • Navigate to the folder where you want to upload.
  • Click the “+ New” button > “File upload” or “Folder upload.”
  • Select your files/folders and confirm.
  • After upload, adjust sharing permissions as needed (e.g., “Anyone with the link can view”).

4.SayPro Link Documents in Your SayPro Tools

  • If your SayPro platform supports linking or embedding docs, copy the share link from your cloud storage and paste it into the relevant project/task for easy access.

5.SayPro Document Version Control

  • Always keep a master copy with version numbers or dates.
  • Update uploaded files with clear version notes (e.g., “v2 – updated 23 May 2025”).

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