Upload Files or Folders to the Company Level Documents Tool

Objective

To upload files or folders to the Company level Documents tool.

Things to Consider

Steps

  1. Navigate to the Company level Documents tool.
  2. Click on the folder in the Documents tool that you want to upload files or folders to.
  3. After selecting files or folders on your computer, drag and drop them to the center panel of the Documents tool. 
    Tip!  You can also use this method to upload empty folders from your computer instead of having to create the same folders manually in the Documents tool.
    drag-drop-document-upload.png
    OR
    1. Click the + New drop-down menu.
    2. Choose whether you want to upload files or folders:
      • Click File Upload to select files to upload.
      • Click Folder Upload to select folders to upload. 
    3. Select the files or folders you want to upload from your computer.
      Note: Empty folders cannot be uploaded during this step. They can only be uploaded using the drag-and-drop method shown above.
    4. Click Open

      Notes:
      • A progress indicator is shown for each upload and the system returns to the Documents tool page after the upload is complete.
      • If you are uploading one or more files with the same filename as an existing file, you are prompted to choose whether you want to upload them as new versions, or rename the files.
        upload-files-as-new-versions-or-rename.png
        • Click Continue Upload

See Also