Add a file to a library

Add a file from Windows Explorer or the desktop to a library.

Upload a file to the library as a file that others can see or as a personal draft.

1. Use one of these methods to add a file to a library:

   • Drag and drop a file from the desktop or from Windows Explorer to the library folder.

   • Cut or copy a file from the desktop or from Windows Explorer and paste it in the library folder.

2. Accept the defaults or set any of the following options for adding the file to the library:

   • Edit the file name and description.

   • In the Document type section, click cd WP_PROFILEhange the document type.

     The default document type is set by the community owner in the community library settings. The selection of document types is specified on the Enterprise Content Management (ECM) server.

   • Select Show only required fields to display only required fields in the document type section.

   • Edit the available properties as needed. Required fields are marked with an asterisk. For example, *Sales Date.

   • Choose Check In to upload the file and make it available to library users, or Add as Draft to save as a draft that only we can view.

     If review workflow is enabled for the library, instead of Check In, the menu option will be Submit for Review. Once you submit a file, a reviewer must approve it before it is available to others. If change the file, we must access it through the browser interface.

Parent topic:
Work with libraries