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Use the upload walkthrough overlay

Use the guided walkthrough overlay to navigate to your documents area, open the create menu, and start the file upload step.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the documents area from the walkthrough​

From the walkthrough overlay, select the highlighted control for "Step 1" to navigate to your project documents page so the guidance can begin.

Open the documents area from the walkthrough

Step 2: Use the guided step to open the create menu​

Follow "Step 2" in the overlay by clicking the next highlighted button so the system can open the create options for adding new content.

Use the guided step to open the create menu

Step 3: Start the upload files step​

Continue to "Step 3" in the walkthrough and choose the highlighted upload option so you are taken to the upload-a-file stage with inline guidance.

Start the upload files step

Last updated: 2026-08-24