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Upload project files

Upload one or more files to a project using drag-and-drop or your file browser, so they can be processed and used within the system.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the file uploader​

Open the file upload dialog for your chosen project; the upload panel appears, showing a drop area for files and an option to browse from your computer.

Open the file uploader

Step 2: Add files by dragging and dropping​

Drag one or more files from your computer and drop them onto the highlighted upload area; each file is added to the list with a pending status.

Add files by dragging and dropping

Step 3: Or choose files from your computer​

Select the button or link to browse for files, then choose one or more files in your file picker; the selected files appear in the upload list ready for processing.

Or choose files from your computer

Step 4: Review pending files​

Check the list of pending files to ensure you have added everything you need; you can see each file ready for upload with its initial processing status.

Review pending files

Step 5: Start the upload​

Confirm and begin the upload so each file is sent for processing; you will see progress updates and statuses change as the upload completes.

Start the upload

Step 6: Confirm upload completion​

Wait for all files to complete processing; once finished, the dialog closes (if configured) and your project view updates to show the newly uploaded documents.

Confirm upload completion

Last updated: 2025-12-29