The Goal: Upload a document directly to Cloud Drive for storage and access from any internet-connected computer.
Before You Begin:
- File size may be a maximum of 200 MBytes.
- If you want to upload the document to a specific folder, navigate to that folder first. Additional folders can be created if needed — see Adding a New Folder.
- Note: Documents may also be uploaded within other areas of the software (for example, from within an event record). This article covers uploading directly to Cloud Drive.
Step-by-Step Instructions
- Go to Home, My workspace section, click Cloud Drive. Select the folder to which you want to add the file.
- Click the Choose File button.
- Navigate to the desired file and select it. A progress bar will display the upload progress.
Note: If a file with the same name already exists, you will be prompted to confirm whether you wish to replace it. Choosing Yes will overwrite the existing document.
Common Pitfalls
- File exceeds 200 MB: Cloud Drive has a maximum file size of 200 MBytes. If your file is larger, compress it or split it before uploading.
- File name conflict: If a file with the same name already exists in the selected folder, you will be prompted to replace it. This action overwrites the existing document and cannot be undone.
- Uploading to the wrong folder: Navigate into the target folder before clicking Choose File. The file will be uploaded to the location you are currently in on Cloud Drive.