Documents

Add, organize, and open documents

Upload files into their intended folder so users inherit the right access and can find them later.

Project TeamDesktop WebVerified July 24, 2026

Upload files into their intended folder so users inherit the right access and can find them later.

Best for: Document managers · Requires: Documents management access to add content; view access to open it.

  1. Open the destination folder.
  2. Select ActionsAdd Documents, choose files, or drag files and directories into the page.
  3. Wait for uploads to finish.
  4. Select a file name to preview a supported format.
  5. If no preview is available, use Download.

Folders appear before files and names use natural sorting. Desktop also shows modified date and file size. Select rows when you need to move, download, or package several entries together.

Actions are temporarily disabled while uploads are in progress so a partially uploaded structure is not moved or renamed.

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