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Add documents in Workflow
Add documents in Workflow

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

Jayden Wilkinson avatar
Written by Jayden Wilkinson
Updated over a week ago

Follow these steps to add documents to Workflow:

1. Next to any item in the first column, there will be a small 3 bar icon, click this to open the drop-down menu, and select the Add documents option.

2. Once you click the Add documents button, a pop-up window will appear, where you can choose to Browse or drag and drop the documents you wish to upload.

3. Click Save to upload your file into the same row of the Document column type in your Workflow tab.

Note: If there is no Document column type, Workflow will automatically generate one for you.

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

Publishers and Administrators can 'Move Documents'

from Workflow to the Document Index.

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