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Uploading documents, folders & links

DocumentsFor adminsVerified 17 Sep 20261 min

Adding a folder

Select New Folder, give it a name, and choose where it sits in the structure.

Uploading files

  1. Open the folder you want to upload into.
  2. Select Upload and choose one or more files (bulk upload is supported).
  3. Set a review reminder and whether acknowledgement is required, if applicable.
  4. Confirm the upload.

Select Add Link to store a URL alongside your files, rather than an uploaded document — useful for linking to external resources.

Walkthrough video

Every step above, performed once in a demo organisation.

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