Upload documents

Note: To upload or edit documents, you must have at least edit access to the "Documents" section and the respective folder (see "Roles, access levels, and access rights").

Follow the instructions below on how to upload, edit, or duplicate a document.

Upload a document

1

Click Documents in Home menu, this will open the "Documents" section.

2

Make sure you are in the right folder – double-click a folder to open it. 

3

Click + Document this will open your system's file explorer – select and upload documents from your computer. You can also drag and drop files from your desktop into the "Documents" section to upload them.

Note: When you drag folders or subfolders, all files are uploaded, but the folder structure is dissolved.

Upload a new document version

1

Click Documents in Home menu, this will open the "Documents" section.

2

Enter the right folder – double-click a folder to open it. 

3

Click the document to open a sidebar (or hover over it, click the action and choose Properties).

4

Select the "Versions" tab, then click Upload version version at the bottom – this will open your system's file explorer. Select and upload documents from your computer. You can also drag and drop the file from your desktop into the "Versions" tab to upload it.

Note: The new version is the latest version of the document presented in the "Documents" section. After 30 days the versions will be deleted by default. If you want to keep track on all versions of a document, enable version management.

Duplicate/Copy a document

1

Click Documents in Home menu, this will open the "Documents" section.

2

Hover over the document, click the action menu and select Duplicate. Or open a sidebar by clicking on the document, then click the action menu and choose Duplicate.

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