Documents and Folders › Folders › Add a Document to a Folder

Add a Document to a Folder

You can add a maximum of five files to a folder at one time. If you are adding files from a page in the Document Manager, choosing Add Documents from the folder Actions menu opens the add multiple documents page.

Follow these steps:

1. Open the Knowledge Store or the Document Manager page for a specific program, project, or resource.
2. Open the Actions menu, and click Add Documents from the folder.

   The Add Documents page appears.

3. Edit the following fields:

   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 one time

   Status

   Indicates if the documents are Approved, Rejected, or Submitted.

   Category

   Defines the document category. For example, select Proposal from the drop-down if the document is a proposal.

   Date Created

   Defines the document creation date. The date 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 granting 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 Folder

   Indicates if users not assigned to the project have access to project documents.

   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 selected documents are added to the folder.