Upload Documents to Document Library

Owned by Kyle Gray (Unlicensed)
Last updated: Mar 27, 2019 by Dan Le (Deactivated)Version comment

Step-by-step guide

  1. Select Library from the main menu. The Document Library screen is displayed.
  2. Browse to the required location for the new document.

    Before uploading a document, ensure that the file name is meaningful. It must be succinct, but descriptive. This file name is displayed in the library.

  3. Click . The Upload File dialog box is displayed:



    If the icons shown here are not visible, you do not have permission to edit this folder. Refer to Assigning Folder Permissions for more information.

  4. Click. The File Upload dialog box is displayed.
  5. Browse for and select the required document.
  6. Click [Open]. The path to the document is displayed in the Upload File dialog box.
  7. Click. Step 2 of the Upload File screen is displayed.
  8. Enter the reference number for the document (if applicable) in the Reference No text box.
  9. Enter any comments relating to the document in the Description text box.
  10. Select the category which best describes the document from the Categories field.
  11. Click. The new document is added to the library.


Video Guide:



Document Library Module Guide: