Uploading Documents

You can add documents from either your local drive or Google drive.

To upload documents to project:

1. From the main menu, click on Add > Documents.
2. In a new popup, select the appropriate Project/task folder where the document needs to be uploaded.
3. Click on Next.
4. You will be shown 2 tabs on this pop-up from where you can select if the document is present on your local drive or Google drive. You can add one or more document from each tab.
5. Click on Browse or Add Google Doc under appropriate tab to select the document(s). 
6. More information about the document can be added in Details. These details are same even if you add one document from local drive and one from Google drive.
7. Click on Client Shared if you wish to share this document with your project's client.
8. Click Submit. The documents are uploaded in your projects / tasks.

To attach documents to tasks:

1. Go to your Project.
2. On the left hand side of the window, click Tasks from the list of project specific reports panel.
3. Point at a task and click on the action selector and navigate to Add, then click on Document.
4. Click Browse to attach a file.
5. You can enter a description for the document.
6. Click Submit. The document is added to the task.

To upload an entire folder structure containing documents:

At times you may need to upload an entire folder structure containing a large number of files into Celoxis. You must create a ZIP archive of the folder (or files) using WinZip. When you upload that file into Celoxis, the ZIP archive will be unzipped on the server and the folders and files created in the selected folder.

1. For a project, go to the Documents section.
2. From the besides the project folder or any other folder under which you wish to upload the archive, click on the actions drop-down.
3. Click on More and then Upload Archive.
4. In the popup enter the name of the Target folder and select the Zip file.
5. Click Submit.

A new folder (by the name you specified in the Target folder) is created under the chosen Folder. The zip file is unzipped there.