Upload a document

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • Upload a document into a saved record. You can upload text files, spreadsheets, presentations, PDF files, and more.

    Avant de commencer

    Role required: document_management_admin

    or

    Role required: document_management_user

    Procédure

    1. Navigate to the document record.
    2. Click the Upload/Check In Revision related link.
    3. Click Choose File and navigate to the file.
    4. Click Open.
    5. Check the Name and Revision Number.
    6. Click OK.

      After the initial document is uploaded, subsequent revisions can be created by checking out the document.