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Uploading Documents

How to Upload Documents | Upload documents to folders.

Prerequisites: Users require contributor+ permissions for the module or module folder to complete this task.
Upload documents (e.g., Word, CSV, PNG) to folders in the Documents module.
Note: Developers can configure allowed document file formats in the Documents modules via Cartella.config. See Advanced Setup of Cartella.config for details about the file.
To upload a document:
  1. Log in to Cartella.
  2. Navigate to [name-of-folio] > [name-of-document-module] > [name-of-folder].
  3. Click Upload.

    Upload Document
    The Upload Files dialog displays.
  4. Choose one of the following steps in the Choose Files to Upload area.
    • Drag the file to the area.
    • Click the area to locate and upload the file.

    Drag File to Upload

    Note: Use CTRL+click to select multiple files. Each file uploads as a separate document.
    Note: The green checkbox displays to indicate the document uploaded.

    Confirmation Check for Document Upload

  5. Optional: Select categories to associate with the document.
  6. Click Upload.
    Note: If the creator has contributor permissions, the item requires approval from a moderator to display in the module. See Inbox and Role Management for details. The following message displays:
    This item is pending approval by a moderator.
    If the creator has senior contributor permissions, the item automatically displays in the module without approval.
    The document displays in the folder.

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