This process is essential when you need to share specific files with your accountant or other stakeholders, and for which there is no appropriate system-generated folder or associated task.
*NOTE: You do NOT need to create a new custom folder every time you need to upload a document or folder that isn't associated with a task/system-generated folder. If you have a preexisting custom folder you want to upload to, you may start with Step 4.
Step 1: Accessing the Documents Module
- Start by navigating to the Documents module in your system. This is usually found in the main navigation menu.
Step 2: Creating a New Folder
- Within the Documents module, locate and click on the "Add New" dropdown menu.
- Select "New Folder" from the dropdown options.
- A window will appear prompting you to enter a title for your new folder. Name the folder appropriately.
- Once named, your new folder will be visible in the document folder listing.
Step 3: Selecting Your New Folder
- Find and select the folder you just created. In this example, it’s "My Documents."
Step 4: Preparing for Upload
- With your folder selected, click again on the "Add New" dropdown.
- Choose the "Upload" option.
Step 5: Uploading Documents or Folders
- You have two options for uploading:
- For individual documents: Drag and drop the document into the popup window, or use the "Browse Files" button to navigate to the file on your computer.
-
- For entire folders: Similar to documents, you can either drag and drop the folder or use the "Browse Folders" button to locate it on your computer.
- For entire folders: Similar to documents, you can either drag and drop the folder or use the "Browse Folders" button to locate it on your computer.
Step 6: Finalizing the Upload
- After selecting your files or folders, they will appear in the popup window.
- If you have no other items to add, click the "Upload" button to start the upload process.
What to Expect Next
- A popup in the lower right corner of your window will indicate that a security scan is in progress.
- Once the scan is complete, a notification will confirm the successful upload of your file.
- Finally, you will see your uploaded file or folder in the "My Documents" folder.
Important Note
- If the uploaded document is something your accountant needs to be aware of, remember to leave a comment. Refer to the "commenting on a document" section of this guide for instructions on how to do this.