Upload a document

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

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

    Before you begin

    Role required: document_management_admin

    or

    Role required: document_management_user

    Procedure

    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.