Dragging & Dropping Document into Root Folder

Add a document to a root folder quickly by drag it from the its original location to the root folder.

Example

To begin, we navigate to the destination root folder.

Next, in Windows Explorer, we open the folder that contains the document.

We select the document, then drag it to the folder data panel.

The Add Document pop-up displays with the document title in the Title and Description fields.

We change the title and description. If we had added the wrong document, we could change the document using the File selector. We click OK.

The document is available in the folder data panel.

Additional Resources

• Adding Document to Root Folder
• Changing Document Storage Settings
• Access Document from its URL
• Saving a Document to a Process Folder
• Post Document to Chat