Adding Documents the to Portal

Last Updated: 12/07/2018 Introduced in Version: 2.0

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.

 

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.

 

Back in the Root Folder notice the document is available in the portal.

 

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.

The Select Document in the pop-up window. 

 
 
The Document is now available in the root folder.

Additional Resources