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Upload and download documents

Denisa Arjoca avatar
Written by Denisa Arjoca
Updated over 2 weeks ago

To upload documents to Access Collaborate, your user account needs to be a Contributor or an Administrator.

  1. Click Collaborate.

  2. Open the site you want to upload a document to.

  3. Click Upload Document then click Browse.

  4. Select the document and click Open.

  5. Edit the title if required then enter a description for the document.

  6. Save to Current Site.

  7. Select which site members you want to notify.

  8. Click Create a related task to create a task in association with this document.

Once you upload the document, it shows in the Documents section. When you click OK on the document, you can upload new versions, create tasks, view all versions, download as a PDF and delete it.


Upload multiple documents

To upload multiple documents, click Upload Documents, click Multiple Documents then select the relevant files.
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The title defaults to the name of the document, but you can edit this if required. You can also notify specific individuals or all members using this option.


Create folders

To keep your documents organised, once you upload them you can move them into folders.

  1. Go to Collaborate.

  2. Navigate to a Site.

  3. Click on Documents.

  4. Click Create Folder on the right-hand side.

  5. Name the folder.

  6. Click Create.

  7. See the folder amongst the list of documents.


Move a document into a folder

  1. Locate the relevant document then click Actions.

  2. Click Move.

  3. Select the folder you want to move the document into.

You can also upload documents directly to that folder. To do this, click on the folder, click Actions then click Upload Document.

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