Uploading project documents within the viewer

Attaching Documents to a Project

You can attach documents to a project directly via the left-hand side datasets manager. To do this, follow these steps: 

NOTE: Alternatively, you can also attach documents using the Project manager section below the viewer, as shown here.

1. Open the Documents Menu

   • Locate the Documents drop-down menu on the left-hand side.

   • Select Add New.

     

      

2. Choose a Document Set

   • Select the document set where you want the document to be stored.

   • By default, all documents are added to Project Documents (the only available set initially).

   • If you need to create a new document set, click here for guidance.

3. Upload Your Documents

   • Upload an individual file, a folder of files, or external files via a link.

4. Confirm and Save

   • Click Create to finalize the upload.