> For the complete documentation index, see [llms.txt](https://help.quickappflow.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.quickappflow.com/planner/add-documents.md).

# Add Documents

## Add Document

Adding document within plan

Go to more and click on Documents

![](/files/zPiCiMZtpuWAlMWbfiNt)

Click on +Document

![](/files/dAGOqrmBgooEpgJd3lcw)

Upload document and add description then click on save

![](/files/cgtfOYa3UY1zlN7zv9l9)

User can view added document at the top

![](/files/rGEoF1dOabjKQ0vlcEWF)

## Edit Documents

You can choose to edit the document that you have created.

To edit document

Click on the Action (3 vertical dots) ![](/files/fQVW22KLgCzHhX4rIBfG) for the record which you would like to edit and click the **Edit** button

![](/files/2YdZ6s4uMaqPjgn5wk46)

Make the necessary changes and click on **Save**

![](/files/CToAkJormYZtU7ozBKyd)

## Delete Document

Document once added can be deleted if no longer necessary

To delete Document

Click on the Action (3 vertical dots) ![](/files/P3CrkjfXco0k0Ao5fc91) for the record which you would like to delete and click the **Delete** button

![](/files/firLcThK3PnoyhFq1QB4)

Give your confirmation in the popup and the record will be deleted

![](/files/P0UIRj0nhpSn7WazXVVL)

## View Document Details

You can choose to view the document that you have created.

To view Document

Click on the Action (3 vertical dots) ![](/files/VwsNy7DgrVzpCRmQlyXh) for the record which you would like to view and click the **view** button

![](/files/yn4K0Oc89fkkjNidvBTs)

You can see all details of documents

![](/files/nClp9aTn2LzFpK6IRvxx)


---

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