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Add documents in Workflow
Add documents in Workflow

Upload files into Workflow for more streamlined and collaborative project management.

Angelica Medallo avatar
Written by Angelica Medallo
Updated over 2 weeks ago

How to add documents to Workflow

1. Next to any item in the first column, you'll see an eye icon. Click this icon to open the details menu, then select the Browse option.

2. After clicking the Browse button, a pop-up window will appear, where you can choose to either Browse for documents or Drag and drop the documents you wish to upload.

3. The documents will be uploaded automatically.

Alternative way to add documents to Workflow

You can also upload files directly by clicking on any cell within a column that has the Document type assigned.

โš ๏ธ Publishers and Administrators can 'Move Documents' from Workflow to the Manage Document section.

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