Upload a document

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

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

    始める前に

    Role required: document_management_admin

    or

    Role required: document_management_user

    手順

    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.