Skip to main content

Adding a New Document

Updated over 2 weeks ago

You can upload documents to any file to keep all relevant materials organized in one place.

Add a document to a file

  1. Open the file you are working in

  2. Select Documents from the left-hand menu

  3. Upload a file from your computer

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

Organize documents as you add them

You can create folders within Documents to organize files by category, stage, or purpose. Documents can be uploaded into folders to keep everything structured.

Did this answer your question?