Adding Documents the to Portal
  • Updated on 09 May 2013
  • 1 minute to read
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Adding Documents the to Portal

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Add a document to a root folder quickly by dragging it from its original location to the root folder or navigate through actions on a root folder.

Example

To begin, navigate to the destination root folder. Right-click on the root folder, Add > Entity > Document .
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In the Document dialog, give the document a Title. Here either drag and drop the file in the designated area or select Choose File . Once the file is chosen select Add Document.
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Back in the Root Folder notice the document is available in the portal.
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Next, to quickly drag and drop a document into the portal, open Windows Explorer, then open the folder that contains the document.
Select the document, then drag it to the folder data panel.
TheSelectDocument in the pop-up window. 
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The Document is now available in the root folder.
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