Upload documents

Note: To upload or edit documents, you must have at least edit access to the 'Documents' section and 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 '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. 

Instead you can drag and drop files from your desktop into '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 '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 tab 'Version', then click 'Upload version version' at the bottom - this will open your system's file explorer - select and upload documents from your computer. Instead you can drag and drop the file from your desktop into 'Version' tab to upload it.

Duplicate/Copy a document

1

Click Documents in Home menu, this will open '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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