Add a Local Document

To share documents with your team, you add those documents from your PC to a folder within a project space. If a document already exists in a folder, it is superseded by the new file, and you must enter a new revision reference.

You must have the correct privileges on a selected folder to add documents to it.

To add a local document to a folder:

  1. In the Navigation pane, click Spaces.
  2. Click the space to navigate to it.
    To search for a space, enter the name in the Search Spaces field.
  3. Click the Documents tab.
  4. Click Add Documents and then select the document that you want to add.
    Some file types are not permitted to be uploaded to a project space. If you need to upload a file type that is not in the list of allowable file types, you are advised to contact your Collaboration account manager.
  5. To upload additional documents, click Select files for upload.
    You can upload up to 50 documents at a time. The maximum file size permitted per document is 2GB. If any documents that you are uploading already exist in the selected folder, new revisions of the documents are created and you are required to specify new revision numbers.
  6. From the Folder list, select the folder that you want to upload the documents to.
  7. From the Originating Organization list, select the organization where the documents originated.
  8. Click in any of the document fields for each document to edit the number, revision, and title, if required.
    Depending on the folder, additional document fields may be present, including document title, status, review status, and suitability code. A red exclamation mark indicates that a field is mandatory.
    Tip: When you upload multiple files, you can use the lists above these fields to populate the same information for all documents.
  9. Click Add.