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Upload a document

This article shows you the process of how to upload a document to your Contensis project. The folder you are uploading to will need the appropriate content type assigned to it, e.g., PDF or Word. To assign a content type follow our guide.

  1. From the dashboard press the Upload document button in the I Want To... section
  2. Select the folder you want to create a document in, then click Next
  3. Give the document a name and then click Next  again
  4. You now need to submit the document for approval. You can add an optional message to go along with your request for approval. The person responsible for approving documents will be notified. If you have the relevant permission you can choose to approve the document directly from this screen.
  5. This completes the upload process. You will be provided with number of options to edit or create additional content.

Alternatively if you have the Project Explorer open and know which folder you want to create a page in you can:

  1. Navigate to the folder you will upload your document to, press it and select New Content. The Create Content Wizard will open.
  2. Select the type of content you would like to upload, e.g. PDF, Word and press Next.
  3. Press the Browse button on the Select File step of the wizard.
  4. Find the document on your computer and press Next.
  5. You can now specify some extra content information. For the most part, you won't need to do anything on this screen apart from pressing the Finish button.
  6. You now need to submit the document for approval. You can add an optional message to go along with your request for approval. The person responsible for approving documents will be notified. If you have the relevant permission you can choose to approve the document directly from this screen.
  7. This completes the upload process. You will be provided with number of options to edit or create additional content.