Add documents in Workspace
Use the file picker to add documents from the documents repository, external cloud storage providers, or your local desktop to records.
Before you begin
Role required: none
To add documents from external cloud storage, verify that your administrator has configured connections to the required cloud storage providers.
About this task
The file picker opens from within the Document Management component and provides access to documents across three source types: the Documents repository, external cloud storage providers, and your local desktop. After attaching, all selected items appear in the Documents panel.
Procedure
Open the record where you want to add documents (for example, an incident).
In the left components panel, select the documents icon to display the Documents panel.
In the Documents panel, select the add icon
Add icon or drag and drop documents or folders.
Choose how to add documents:
- To add documents directly, select Select docs/folders.
- To create a folder first, select Create Folder, name the folder, select it, then select Select docs/folders.
- Browse and select documents from your preferred source.
| Source | Description |
|---|---|
| Search | Use the search bar to find specific documents. |
| Workspace documents | Filter the document list by selecting a view:
|
| External drive | Select the cloud storage provider you want to browse: - Microsoft OneDrive - Google Drive - Microsoft SharePoint |
| Local drive | Select Browse documents. Your system file browser opens. Navigate to and select the files you want to upload, then confirm the selection. |
Select the documents or folders you want to add.
For external drives, select the Link only URL of the external document to the record check box to create links instead of copying files.
Select Add.
The file picker closes and the selected documents appear in the Documents panel.
Parent Topic:Document Management in Workspace