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Add a document

Upload documents to a file to keep all relevant materials organized in one place. This article explains how to add a document and organize it into a folder.

Add a document to a file

  1. Open the file you are working in.

  2. Select Documents from the left-hand menu.

  3. Upload the file from your computer.

The document is saved to the file and available to anyone with access.

Organize documents as you add them

Create folders within Documents to organize files by category, stage, or purpose. Upload documents directly into folders to keep everything structured from the start.

Conclusion

The document is now saved to the file. For folder setup and ongoing organization, see Manage documents. Contact [email protected] if you need help.

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