Upload a document

Upload a document into a saved record. You can upload text files, spreadsheets, presentations, PDF files, and more.

Before you begin

Role required: document_management_admin

or

Role required: document_management_user

Procedure

1. Navigate to the document record.

2. Click the Upload/Check In Revision related link.

3. Click Choose File and navigate to the file.

4. Click Open.

5. Check the Name and Revision Number.

6. Click OK.

   After the initial document is uploaded, subsequent revisions can be created by checking out the document.

Parent Topic:Create a document