Upload Documents

To upload a document to the cloud:

1	Click on  the Viewer Menu and click the Upload File. You can also start the upload wizard by dragging and dropping the document from your local machine to a Content Type in Documents tab.
2	The Upload Wizard window will pop up and you can either Drag and Drop or Browse for you document.
3	Fill in the document details and click the next button.
4	After filling in the document details, you may need to fill some metadata properties. If not, you can click Next to move to the final step of the wizard.
5	Review the details and make sure that all provided information is correct.  After that, click the finish button and the document will be uploaded.

  If you are asked to upload a document as part of a workflow process or task, follow these steps:

1	Click on the task link in the task window.
2	You may click the box in the Upload Wizard and browse for the file, or you can drag and drop the file into the box.
3	Next, you will be asked to enter the document details.  After the document details are entered, review them for accuracy and click the Submit button.
4	Here is a video on uploading a document via a workflow process.