Documents and Folders › Folders › Add Documents to Folders

Add Documents to Folders

The Add Documents page allows you to add up to five files to a folder at a time. If you are adding files from a page in the Document Manager, choosing Add Documents from a folder’s Actions menu opens the Documents: Add Multiple Documents page.

To add a document to a folder

1. Select Knowledge Store from the Organization menu.

   The Knowledge Store page appears.

2. Choose Add Documents from the folder’s Actions menu.

   The Add Documents page appears.

3. Change the following fields as needed:

   Select Files

   Specifies the files are adding to the folder. At each field, click the Browse icon to attach a file.

   Limits: Five files at a time

   Status

   Indicate whether the documents are Approved, Rejected, or Submitted.

   Category

   Defines the document’s category. For example, choose "Proposal" from the drop-down if the document is a proposal.

   Date Created

   Defines the document’s creation date. This can be an actual creation date or the date you add the file to the folder.

   Access

   Indicates the type of access for this folder

   Values

   • All Participants. Indicates that you want to grant read/write access to this folder to all participants in the group.
   • Select Participants. Indicates that individual resources are from the existing participant group.

   Default: All Participants selected.

   Allow Non-Participants to Access Documents

   Indicates non-participants can access this folder.

   Enable Check Out

   Indicates if resources with appropriate access can check out and edit the file.

   Enable Versioning

   Indicates resources with appropriate access can create another version of the file.

   Notify Resources/Groups

   Indicates if resources who have access to the files are notified when documents are added.

   Description

   Defines the description of the files.

   Comments

   Specifies any comments about the files.

4. Click Add.

   The Knowledge Store page appears, where the files you added are displayed beneath the selected folder.