Upload documents
Upload files into the Documents section to store, share and organize them for your project.
💡 Note:
- To upload a new document into a folder, you need Manage rights to that folder; to upload a new version of an existing document, Edit rights to the document are enough (see Roles and access rights).
- You can upload up to 1,000 files at once, each up to 2 GB. Files upload one after another.
Upload a document
- Open Documents and make sure you are in the right folder (double-click a folder to open it).
- Click + Document at the bottom of the section. This opens your system's file explorer — select and upload one or more documents from your computer. You can also drag and drop files straight from your desktop into the "Documents" section.
If you drag a whole folder (or several folders) from your desktop, EMDESK recreates the folder structure underneath the folder you dropped it into, and uploads all the files into the matching subfolders.
Upload a new document version
When you have an updated file, upload it as a new version of the existing document instead of as a new document. Links, comments and access rights stay the same, and everyone sees the latest file.
- Open Documents, hover over the document, open its action menu and choose Upload new Version. The document's sidebar opens on the Versions tab.
- The Versions tab (1) lists all versions of the document: the Current version at the top, older versions below it. Click Upload New Version (2) and select the new file, or drag and drop the file anywhere onto the tab.
- The uploaded file becomes the Current version and is shown in Documents. The previous file moves down the list as an older version.
You can also click the document once to open its sidebar and then click the Versions tab icon at the top.
💡 Note: By default, versions older than 30 days are removed automatically. Turn on Versioning in the document's sidebar to keep every version. To download an older version, view it or make it the current one again, see Working with document versions.
Duplicate a document
- Open Documents and find the document.
- Hover over it, open the action menu and select Duplicate — or open its sidebar and choose Duplicate from the "…" menu at the top right.
See also Create and edit folders and View and update document properties.