Mar 20, 2023
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Documents may be uploaded directly within the Cloud module, or within other modules in the software. To upload a document in the Cloud module:
- Click Cloud in the left hand navigation panel. Select the file folder to which you want to add the file. NOTE: You can also add additional folders to the cloud. See Adding a New Folder.
- Click the Choose File button. NOTE: File size may be a maximum of 200 MBytes.
- Navigate to the desired file and select. A progress bar will display the progress in importing the file. NOTE: If a file by the same name already exists, you will be asked if you wish to replace the file. Choosing yes will over-write the existing document.
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