Upload Document to Folder

Use this feature to upload a document to a folder.

Last published at: November 5th, 2026

This feature creates a sub-folder.  

Access the DMS from the left pane. 

 

The DMS page opens in a new page, as shown in the example below. Navigate to a DMS Source to view the subfolders. 

 

Use the “Search” text box to filter the folder list. 

 

Select the folder in the table and click the “Access” icon to view the folder access information. 

 

The “Access Details” are displayed in a pop-up window, as shown in the example below. As observed, the folder and its contents are configured to be accessible to some users or application roles.

 

Click the ellipsis to view the context menu for this folder. You can navigate to the “Copy, Rename, Remove, Create Subfolder, Upload Document, Get URL, Download as ZIP, AI Copilot, View History, Folder Permissions, Default Document Permissions, Archive, and Details” features. Select the “Upload Document” menu option. 

 

Drag and drop the documents, or click to browse to a local folder and select one or more documents. You can remove selected documents using the remove icon. Click the “Upload” button to add the documents. 

 

The document uploads to the subfolder, and a confirmation message appears in the top-right corner. 

 

Click the ellipsis to view the context menu for this folder and select the “View History” menu. 

 

The “View History - Folder” displays the history information as shown in the image below.