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 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. 



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.  


  • Select the +Add Files icon located at top right corner of the screen.  
  • 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.  

          2.  Select the basket to upload copies of files from other workrooms 


  • 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.  
  • Select the Upload button to begin the upload. 

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

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