• If you are in the Website section click the Documents tab. You will be taken to the File Manager tool.
• Alternatively, you can click File Manager on the left hand menu.

• All of your uploaded documents are shown in the file browser.

• To upload a document, click the blue Add New Document button.

• Type a document name into the Document Name field to identify it on the system.
• Click the Choose File button to select the file to upload.
• Choose a Category from the Category drop down menu. You can create a new category for the document by choosing <New Category> and giving the category a name in the text field to the right.

Categories help you to easily sort and find the documents you upload to the system.

• In the Revision text box you can write what the version is of the document you are uploading, e.g. 1.4
• Select a Status of Active if you want the document to go straight in to the system.
• Select Draft if you want to upload the document, but not release it to other users. You can change this later when you are ready.
• Select Under Review if you would like to categorize it as Under Review so that it can get approval before going live.
• Give the document a description in the Description text box.
• Choose whether you want the document to be Private or not. Private documents cannot be accessed on the website but seen by those who have access to the file manager. Please be aware that private documents cannot be attached to Email campaigns.
• Click the blue Create button and your document will be uploaded to the system.