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Upload a File

Upload a file into your shared media library to ensure it's properly tagged and organized within your workspace.

Updated over 7 months ago

Press the shared media icon

From the dashboard, press the shared media icon in the left menu.


Press the Create New button

Press the Create New dropdown menu located at the top right.


Select File Upload

From the dropdown menu, select File Upload.


Press Choose File

Press Choose File or drag your file to the upload files modal.


Complete metadata and press Upload

Mark to which Bank, Maturity Status, Subject, and Grade to which this file should be tagged [1]. Press Upload [2].


Once you've completed the metadata and pressed Upload, your file will be added to the shared media library, ready for use across your workspace.

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