Documents

How to upload one or more folders to the main (parent) level of the document module

With just a few steps, you can upload one or more folders to exist alongside the system-generated folders, for easy access.

  1. Click the Documents selection in the left menu.
  2. Click the Add New button in the upper right of the screen.
  3. Select Upload from the drop-down menu.
  4. Drag and drop your folder(s), or use the Browse Folders button to search for them.
  5. Click the green Upload button.

Please note that empty folders will not upload. You may create a new folder in the portal, or fill any preexisting empty folder you wish to transfer with at least one document prior to transfer.