Documents in Mosaic can be attached to person records, groups, organisations, or individual workflow steps. This article covers how to upload, download, and delete documents.
Upload a document
Navigate to the person record, group, organisation, or workflow step where you want to attach the document.
Click Upload or the document upload option.
Select the file from your device.
Choose the appropriate Category and Sub-category for the document.
Click Save.
⚠️Important: The system validates your file before upload.
Upload validation rules
Rule | Detail |
File size | Files must not be empty (zero bytes). |
File extension | Only approved file types can be uploaded. The allowed extensions are configured by your system administrator. |
File name | File names must contain only valid characters. Names are automatically trimmed of excess whitespace and truncated to 80 characters. |
Upload a person photo
Open the person record.
Navigate to the photo upload option.
Select an image file.
Click Save.
⚠️Important: Person photos must be an image type (e.g. JPEG or PNG), cannot exceed 2 MB, and the system verifies the file content matches an image format.
Download a document
Navigate to the record where the document is attached.
Find the document in the list.
Click the document name or the Download option.
Download multiple documents as a ZIP
Select the documents you want to download.
Click Download all or the bulk download option.
A ZIP file containing all selected documents is generated and downloaded.
Update document details
You can update metadata such as category, sub-category, or display name.
Open the document record.
Click Edit.
Make your changes.
Click Save.
⚠️Important: You need the Amend Document permission.
Delete a document
Open the document record.
Click Delete.
Confirm the deletion.
⚠️Warning: Deleting a document permanently removes it.
Document locking
When you open a document or form for editing, Mosaic acquires a session lock to prevent concurrent changes. The lock is released automatically when you finish editing or your session ends.