To add a document:

• Enter the file name or click Browse to select the file to upload.
  
  
• If you are uploading a file that already exists in the system, you can check off the box, "Overwrite Latest Version" to overwrite the document currently stored in the system. If you do not check this box off the file will be uploaded as a new version, and previous versions will still be stored in the system (available in the revision history for the document).
• To add a URL into the system click the radio button next to the URL Link field, and input the URL.
  
  

  Note: In the URL field, input a network path to link a document into the system without uploading it directly. For Windows-based networks, the format for linking to a document on the network is: \\machinename\path\path\path. (Other networks may use other formats.)

  Note: If you are not familiar with the structure of network paths on your system, do the following:

  • Click the Browse button and find the file to link to.
  • Select the file. Information will appear within the File Name field. This is the network path.
  • Cut and paste this information into the URL Link field and submit. This will link the chosen document from the network.
  
  
• Choose which folder to add the document into. The field automatically defaults to the Home folder.
  
  
• By default a document uploaded will be available to all project members and any other users that have access to all documents. This is shown here with the checkbox "All System Members". If you wish to limit who has access to the document, click "Limit Users". This will display a list of project members and other users (those that have access to all documents). Select the users that have access to the document. You can also check off the box, "Synchronize Project Members" so that when project members are added they'll immediately have access to the document.

Note: Folders will be available to those users that have access to the documents within them. So if a document is uploaded into Folder X, and only User A has access to the document, only User A will have access to the folder.

• Enter any pertinent Notes.

When finished, click the Add Document button (to be redirected to the List Documents page or the View Folder page, if the document was associated with a folder) or the Add Document/Add More button (which will provide a blank form to add another one).