Add a document

Documents are organized into categories as configured by your Tenant Administrator. By default, there is always a General documents category as a placeholder for documents that may not fit into any other configured category. Categories are like a classification system for your documents - you can add documents and folders within the categories, but you cannot delete or move the categories themselves.

Add a document to a category

1. Beside the document category into which you want to add a document, click more actions ().

2. Select Add document from the drop-down menu.

   The Add Documents window opens.

3. Click Add Documents and browse for the documents you want to upload. Alternatively, you can drag and drop the document into the Add Documents window.

   Note: You can select multiple documents at once.

4. Wait until the documents have finished uploading, then click OK.

The documents are uploaded into Upchain, renamed according to your document numbering rules, and appear within the category you selected.

Add a document to a folder

1. Click the chevron () beside the category and folder until you locate the desired folder.

2. Beside the folder into which you want to add a document, click more actions ().

3. Select Add document from the drop-down menu.

   The Add Documents window opens.

4. Click Add Documents and browse for the documents you want to upload. Alternatively, you can drag and drop the documents into the Add Documents window.

   Note: you can select multiple documents at once.

5. Wait until the documents have finished uploading, then click OK.

The documents are uploaded into Upchain, renamed according to your document numbering rules, and appear within the folder you selected.