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Everyday use

Share documents securely with Moraph

Upload documents for your Moraph team, limit who in your organization can see them, upload new versions and see who downloaded them.

Applies to Moraph Portal as it works today. Moraph updates the platform continuously, and this page is reviewed when it changes.

Last reviewed 2 min readReport a problem
On this page
  1. Find a document
  2. Upload a document
  3. Steps
  4. Upload a new version
  5. See who downloaded it
  6. Delete a document
  7. When Moraph shares a document
  8. If something goes wrong

Documents holds the documents your organization and Moraph share with each other. Every download is logged, and documents can be limited to certain roles.

Find a document

Choose a category on the left (Contracts and commercial, Implementation and design, Security and compliance, Service reports, Training and guides, Data and files, General), search by title or description, or filter by Shared by: Moraph or your organization. A lock marks documents limited to certain roles.

Upload a document

You need the Administrator, Commercial or Technical role.

Steps

  1. Open Documents and choose Upload a document.

  2. Enter a Title that says what it is, for example “Network diagram for the payments go-live”.

  3. Choose a Category and, optionally, add a Description (optional).

  4. Under Who in your organization can see it, choose Everyone in your organization, or Only certain roles and tick the roles. Your Moraph team can always see it, and your own role is always included.

  5. Choose the File: PDF, Word, Excel, PowerPoint, CSV, text, PNG or JPEG, up to 20 MB.

  6. Choose Upload.

    Result

    The document opens with Document uploaded. Moraph has been told it’s here.

Warning

Don’t upload passwords, keys or full records of patients, customers or citizens unless Moraph has agreed a way to receive them.

Files are checked to make sure their content matches their type.

Upload a new version

The person who uploaded a document, or an administrator, can choose Upload a new version on its page, add What changed (optional) and upload. Earlier versions stay available under Versions.

See who downloaded it

The uploader and administrators see the Download log on the document’s page.

Delete a document

The uploader or an administrator can choose Delete document and confirm. All its versions are removed, and Moraph can no longer see it. Documents Moraph shared can only be changed by Moraph.

When Moraph shares a document

You get a notification, “Moraph shared a document: title”, if your role can see it.

If something goes wrong

MessageWhat to do
Files must be 20 MB or smaller.Compress or split the file, or ask your Moraph team for another way to send it.
A file-type messageSave it as one of the accepted types, such as PDF.
Choose at least one role, or let everyone see it.Tick a role under Only certain roles.

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