You can add a project document to a folder in the Project Documents portlet. Adding documents to folders is a helpful way to organize documents and folders in a way that is meaningful to you.
You can add a project document to a folder either from the Project Workspace or from the Projects > Documents page:
If you have the required security privilege and project access, you can add documents to share with all users who have access to a project.
To add a project document to a folder from the Project Workspace:
- Open the project or group of projects you want to work with in the Projects section.
- Click
on the Projects toolbar to display the Workspace page.
- If multiple projects are open, choose the project you want to work with from the Select Project list.
Note: If a single project is open, the Select Project list does not appear. When multiple projects are open, the Select Project box lists all open projects you have rights to access. Any action you perform, and all data that appears on the page, applies to the selected project only.
- From the Project Documents portlet, select the folder.
Tip: If there are no folders, the document will be added at the to the project. If there are folders available and any of the folders is active and you want to add the document to the project level, press Ctrl then click on the active folder to deselect. Then add the document.
- From the Add Documents drop-down menu, select the Add Document menu.
- Click
then navigate to and select a document.
- Click OK or double-click on the document. The document appears in the folder you selected.
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To add a project document to a folder from the Documents page:
- Open the project or group of projects you want to work with in the Projects section.
- Click
on the Projects toolbar to display the Documents page.
- If multiple projects are open, choose the project you want to work with from the Select Project list.
Note: If a single project is open, the Select Project list does not appear. When multiple projects are open, the Select Project box lists all open projects you have rights to access. Any action you perform, and all data that appears on the page applies to the selected project only.
- From the Project Documents portlet, select the folder.
Tip: If there are no folders, the document will be added at the to the project. If there are folders available and any of the folders is active and you want to add the document to the project level, press Ctrl then click on the active folder to deselect. Then add the document.
- From the Add Documents drop-down menu, select the Add Document menu.
- Click
then navigate to and select a document.
- Click OK or double-click on the document. The document appears in the folder you selected.