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

  1. Open Documents and make sure you are in the right folder (double-click a folder to open it).
  2. 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.

Upload documents

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

  1. Open Documents and enter the right folder.
  2. Click the document to open its sidebar (or hover over it, open the action menu and choose Properties).
  3. Toggle on Versioning if you want to keep older versions instead of having them removed automatically after 30 days, then click Upload New Version at the bottom of the sidebar, or select the Versions tab and drop the new file there. This opens your system's file explorer — select and upload the replacement file, or drag and drop it directly into the sidebar.

Upload documents

💡 Note: The uploaded file becomes the new, latest version shown in the "Documents" section. By default, versions older than 30 days are removed automatically — turn on Versioning to keep every version instead (see Working with document versions).

Duplicate a document

  1. Open Documents and find the document.
  2. Hover over it, open the action menu and select Duplicate — or open its sidebar and choose Duplicate from the "…" menu at the top right.

Upload documents

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