How to add Records to a Project

Store Records in your project
Written by Paul Comerford
Updated 3 years ago

Step 1. Click on the Project that you want to upload records to.

Step 2. Click on a specific ABC folder on the left-hand side.

Step 3. On the bottom Right-Hand side, you can access the screen to add your Records

Step 4. The following screen will open up

Step 5. Click on Add File

Please note that you can drag folders and documents from your Windows Explorer into the highlighted area above. This is the quickest mechanism to get your records uploaded.

Step 6. Click on Upload

Step 7. Your files will be added to the Upload Control list where you can see the progress

Please note that there may be failures during the upload process. The system will attempt three times to upload the failures. If after the third attempt there is still no success the files will stay in your queue as a reference for you. If this occurs please click here for more guidance on this issue. 
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