How do I add files to a library?

Add files to your library to share them and work on them with fellow community members.

To add a file to a library, complete the following steps.

1. Open the library and the folder where you want to upload the file.
2. Click Upload a File.
3. Click Browse to select a file.
4. Optional: Edit the file name if needed.
5. Optional: To change the document type, click Change in the Document type section.
   Note: This option is only available when the community owner has configured library settings to allow members to change the document type for individual files. For more information, see How do I manage a community library.
   1. Select a document type and click OK.
      Note: The default document type is the document type of the current folder. The selection of document types is specified on the ECM server. See Document types for more information about document types.
   2. Select Show only required fields to display only required fields in the document type section.
   3. Leave the Show inline help text check box selected when you want to display inline help text for fields in the document type section. Inline help provides information about how to complete the fields.
   4. Complete at least the required fields for the document type. Required fields are marked with an asterisk. For example, *Sales Date.
6. Select one of the following options:
   Note: If the community owner has specified that files must be reviewed before they are uploaded to the library, only the Save as Draft option is available.
   • Click Check In to upload the file and make it available to library users.
   • Click Save as Draft to upload the file as a draft. Only you can see and work with your drafts. To check in a draft, open the file page and click Check In.