Control Panel > Document Library > Click on Desired Folder > Document Upload

Individual Document Upload Method:

• Steps #1-10 are the same for both Individual Document Upload and Batch Upload methods.
• Skip to Step #8 if the folders you wish to add files to have already been created.

1. Go to Control Panel > Document Library.
2. First, a new folder must be created. To create a new folder to add the file(s) to, navigate to the desired existing folder on the left side of the Control Panel.
   
   
   
   
   
3. The contents of the selected folder will be displayed in the right pane. Click New Folder on the right of the Control Panel.
   
   
   
   
   
4. Enter the desired Folder Name.
5. Under Permission Settings, you can give access to the new folder to various Users Groups, Users, Buildings, and/or Tenants.
   
   • Click on the Users Groups, Users, Buildings, or Tenants tab.
   • Move desired Available Items to the Selected Items list using the right arrow.
     

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     Note:
     
     • If permissions for a folder are left blank, only Document Library Administrators will be able to view that folder.
     • Users will not be able to see the contents within the folder unless they have permission to those contents.
     • For more information, refer to Permissions.

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6. Click Create.
   
   
   
   
   
7. The newly created folder will appear under the root folders in the left pane.
   
   
   
   
   
8. To begin uploading documents, locate and select the newly created or existing folder.
9. The folder will open, displaying its contents in the right pane.
10. Click Document Upload.
    
    
    
    
    
11. Select the Document Upload tab.
12. Click Select Files.
13. Locate and select the files from your computer or network through the pop-up window.
    

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    Note:
    
    • To select multiple files from the same root folder, use SHIFT + click or CTRL + click.
    • If a file is too large, it will not list in the dialogue box.

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14. Under Permission Settings, you must give document access to User Groups, Users, Buildings, and/or Tenants by moving desired Available Items to the Selected Items list using the right arrow.
    

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    Note:
    
    • Unlike folder permissions, you cannot leave document permissions blank.

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15. Click Upload. The documents will begin to upload and the status of each file will update until a confirmation is displayed.
    
    
    
    
    
    

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    Note:
    
    • If any file(s) fail to upload, it will display a message other than Done next to the specific file(s). Verify that the file is valid and retry uploading.
    • If issues still persist, please contact Axis Support at AxisSupport@cbre.com.

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