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. 

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.