Adding files to a library

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

To upload files to a library, complete the following steps.

1. Open the library and the folder where you want to upload the file.
2. Upload flies by using the Manual files upload method. You can also use the Drag-and-drop method:
   • Drag-and-drop

     You can import files from your operating system by directly dragging files into your browser.

     Note: You must open a library or folder to be able to drag-and-drop files. However, drag-and-drop is disabled for certain situations such as when you:

     • View the Trash
     • Look at a View or ViewFilter
     • View a file
     • Use the generic landing page outside of the Library widget to view a file
     • Use the generic landing page outside of the Library widget to view a file as a user who does not have permission to upload to the current library.
   • Manual files upload

     To manually upload files, take the following steps:

   1. Click Upload Files and then click Browse to select the files to upload. You can manually upload files in the library and also on the overview page of the community in the widget.
   Note: If you upload multiple files, the properties that are specified in the dialog apply to all the files that are being uploaded.
   Note: You can use any supported browser to add files to a library by using Upload Files. However, Drag-and-drop is limited to Mozilla Firefox or Google Chrome browsers.
3. Optional: Edit the file name.
4. Optional: To change the document type, click Change in the Document type section.
   Note: This option is only available when the community owner configures library settings to allow members to change the document type for individual files. For more information, see Managing 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 Enterprise Content Manager server. For more information about document types, see Document types.
   2. Select Show only required fields to display only required fields in the document type section.
   3. Complete at least the required fields for the document type. Required fields are marked with an asterisk. For example, *Sales Date.
5. Select one of the following options:
   Note: If the community owner specifies 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.