Knowledge Base Article
How to Upload Documents to the Document Library
Store important organizational documents in the Document Library for easy access and sharing.
Uploading a Document
- Navigate to Workflow & Productivity > Document Library
- Click Add New
- Fill in document details:
- Document Title: Clear, searchable name
- Document Description: What the document contains
- Category: Classify for organization
- Click Choose File to select the document from your computer
- Click Upload or Save
Supported File Types
Common supported formats include:
- PDF documents
- Word documents (.doc, .docx)
- Excel spreadsheets (.xls, .xlsx)
- Images (.jpg, .png)
- Text files
Organizing Documents
- Use categories to group related documents
- Assign to departments for access control
- Use clear naming conventions
Document Security
Documents can be locked or set to view only to protect sensitive information.
