Uploading Documents

You can attach documents to projects, tasks and processes.

To upload documents to project:

1. On the main menu, click Documents, and then from the action-drop down click on Upload Documents.
2. A popup will open asking you where you wish to upload the document. Select the appropriate Project/task folder
3. Click on Next.
4. Browse to select a document. 
5. To upload multiple documents, click on Add another
6. Add a description in the Details.
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.