How do I add a document into the Document Library?

To add a new document to the Document Library:

  1. Login as an Admin
  2. Select Project
  3. Go to Email&Docs
  4. Select Document Library
  5. Select the type of document that you are adding (file, hyperlink, or mail-merge documents)
  6. Enter a Description for your new file
  7. Choose the Category you would like to add your file to (optional)
  8. Choose the Privacy setting - Public documents are available to be attached to Email Templates
  9. Click the blue plus sign to add your file
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