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How to add documents and folders

How to upload documents and add folders onto the platform

A
Written by Alia
Updated over 4 months ago

Adding a New Folder

  • Click the purple Add button in the top right corner of the Documents area.

  • Select Add Folder.

  • Enter a name for your new folder.

  • Click Save. Your folder will appear in the left column.

  • To rename or delete a folder, click the Action button next to the folder on the right.

Uploading a Document

  • Click the purple Add button and choose Add File.

  • Select the folder where you want to upload your document.

  • You can either:

    • Drag and drop your file into the upload area, or

    • Click to browse your computer and select the file.

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