From within the Documents tab (or the Upload window in a Tracker): 

  1   In the left navigation panel, click the fileroom/folder where you would like to upload your file, or multiple files. Ensure the location where you'd like to upload items appears in the main center panel.

  2   Drag and drop folders or files onto the main content pane, OR: click Upload located in the upper options bar.

  3   Drag & drop files and folders into the upload wizard pane, OR; click Browse to locate the desired files for upload. Note: You must zip folders to upload in Internet Explorer (see Upload Zip Files). Zipping folders is not necessary using Google Chrome, Firefox, or Edge browsers. 

  4   Click Next.

  5   Choose if you'd like to publish uploaded files now or later. Unpublished files are visible only to Project Admins and Reviewers with Manage Permissions for that location.

  6   Choose permission settings.

• Inherit destination security settings - File permissions match those set on the parent folder
• Set to hidden - Files are visible to Project Admins and Reviewers with Manage Permissions for that location

  7   Click Upload.
 

• If you wish to continue working in the application while files upload, click Minimize. Click the minimized upload bar in the lower right corner of the content screen when you'd like to restore the upload screen
• If you choose to cancel the upload while it is in progress by clicking on the Cancel button in the upload modal, only those files that have not completed processing are canceled. If you've minimized the modal, find the Cancel button by clicking the progress bar in the minimized upload area in the lower left
  Files that have been processed prior to canceling have already been posted to the index

  8   Click Finish.


Note: Once uploaded, files process automatically. You may log off or navigate to a new tab without affecting file processing. In the event that a file fails the file processing step of the upload, the file will be placed in the Action Required list within the Shortcuts panel. 

Some file types are not processed and automatically post as Download Only files. Typically these are file types without pages, that cannot be viewed in the secure document viewer. For a list of included file types, see Bypass Files.

Every upload is audited and details (who uploaded what, when, and what permissions were applied, etc.) can be found in Analytics > Permissions History. When viewing the data, permissions changes are only recorded upon upload if 'View' or greater permissions were applied during upload. Files uploaded as 'Hidden' do not record a permissions change.

Maximum individual file size for uploading: 10GB. Bundled compressed files, such as zip files, can be uploaded up to 50GB per zip, with no single file housed within the zip larger than 10GB.

Best practice when uploading files: Very large uploads should ideally be broken down into smaller upload sessions (1000 files or less). Large uploads can provoke the following warning message: Do not leave this project until upload has finished. Uploaded XXX of XXX files. The warning appears in a blue highlight bar that turns red if files in your upload enter 'Action Required' status. In this scenario, keep your project open and allow the upload to complete, then access Shortcuts > Action Required to address files that were not processed.

Uploading through Trackers: You can also upload, manage, and publish content through your trackers tab. Take a look at this video to learn how.