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Files (Folders and Documents): How do I add files to Workroom Records?

You can easily add files to any Workroom, either by drag-and-drop or selection.  To copy files into a Brightflag Workspace Workroom by dra...

You can easily add files to any Workroom, either by drag-and-drop or selection.

To copy files into a Brightflag Workspace Workroom by drag and drop:

  • Open the destination Workroom and select the Files Tab.

  • In your local file manager or Outlook email, find and highlight the files you want to copy into Brightflag Workspace.

  • Drag and drop the selected items directly to the location where you want them.
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To upload files into a Workroom folder, follow these steps:

  • In your Workroom under the Files tab, highlight the folder where you want to place the new file.
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  • Select the +Add Files icon located at top right corner of the screen.
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  • There are 2 options for how to select files for upload:

1. Select the computer icon in the upper left corner or the browse link to explore your
computer’s files.
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2. Select the basket to upload copies of files from other workrooms

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  • Select the file(s) you wish to upload. To upload multiple files from a PC, hold down the control key and select your files.

  • Select Open on your PC to add the file(s) to the upload window. The file(s) will appear in window with a green Upload button.
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  • Select the Upload button to begin the upload.

The uploaded file(s) will now be displayed in the folder indicated.

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