Add a Document

Follow these steps to add a document.

To add a document to the library:

  1. On the Documents screen, click Add New Document.
  2. In the Groups section of the form, select which groups have permission to access (view and download) the document.
  3. In the Document Name field, enter a name.
  4. In the Document Description field, enter a description that summarizes the contents of the document.
  5. In the Upload Document field, click Browse to locate and select the document that you want to upload.

    The file types accepted by the system are:

    • Text (TXT)

    • Adobe (PDF)

    • XML

    • Microsoft Word (DOC or DOCX)

    • Microsoft Excel (XLS or XLSX)

    • GIF

    • PNG

    • JPG

      By default, each file added to the library is limited to 100 kilobytes in size. This value can be revised by changing the Max File Upload Size through System Settings.

  6. Click Save.

    When the new document is added to the library, the value next to the Directory Usage field updates with the revised balance available.