Upload Documents

Required User Permissions

Only Facility Administrators can upload Documents.

Steps

1. Navigate to the Documents Homepage.
2. Click ‘Manage Documents’ in the top right-hand corner of the screen.
3. Navigate to the folder where you’d like to upload your Document(s) or click ‘Add’ and ‘New Folder’ to create a new folder. Note: New folders will be created within the current folder.
4. Click ‘Add’ and select ‘Upload Folder’ or ‘Upload Files’.
5. Select the Folder or Files you want to upload.
6. Click 'Upload’.

Additional Information

Before uploading Documents, you’ll need to decide if you want them to be Facility Level Documents, or Project Level Documents.

When new Documents are uploaded, enhance their searchability by adding Tags.

Documents cannot be moved between folders. If you need to change the location of a Document, you should delete and re-upload in the correct location.

Only one folder can be uploaded at a time, subfolders will automatically upload.

If a Document upload fails, use the Error Log to diagnose and re-process the file.