Uploading Files

You can upload multiple files to a Document.

Required access roles: If you have access to the document, you can upload files.

Before you begin:
  1. Initiate the create, upload, or check-in process.
  2. Click Browse and navigate to the file you want to check in. For common documents, repeat for each file you want to check in.

    Note: When creating documents for Project Management objects such as deliverables or attachments, you are not required to check in a file now. You can upload a file to the document later.

  3. From the format list, select the format used by the file.

    You cannot check in the same file name (that is, 2 files with the same name and file extension) to different formats. If you do, the second file checked in becomes the next version of that file, even if it is checked into a different format that the first file.

    If you started this procedure by selecting Checkin on the File summary or File list page, you cannot change the format of the file. If you want to check in a file that has a different format from the file you checked out, use the Documents page. For more information, see Documents and Content.

  4. Type any Comments about each file.
  5. Click Done.