Uploading Documents

How to Upload a Document(s)

To upload a new document or multiple documents, click Administration then select Documents from the drop down menu. Click the Upload button, located on the right side of this page. 

You will see a window open that allows you to locate and upload files from your computer/network. Select the document(s) you wish to upload and click Open. You can add more documents by clicking Choose Files at the top of the following screen:

Here you can specify the following settings globally by filling out the Global Settings, or set them individually for each document by filling out the respective fields provided:

• Set which folder the documents are going to be stored within
• Set the documents' expiry dates
• Attach the documents to a group
• Assign the documents to users

Once you are done organizing and assigning, click Save. This will upload your documents and save them to your library.