Hello, how can we help you?

Recent Searches: Generating meeting minutes with AI - Generating action plans in meetings with AI - Analyzing feedback with AI - Summarizing descriptive answers with AI

Uploading files

This content was translated using artificial intelligence. To request a review, please email documentacao_se@softexpert.com.

 
Blue-background icon that takes you to the first step of the main SoftExpert Drive workflow.
White-background icon that takes you to the second step of the main SoftExpert Drive workflow.
White-background icon that takes you to the third step of the main SoftExpert Drive workflow.
White-background icon that takes you to the fourth step of the main SoftExpert Drive workflow.

Prerequisite

  • Access to the Drive (DR001) menu.

 

Introduction

The file upload feature of SoftExpert Drive allows you to add electronic documents to the system, enabling their viewing, organization, and sharing.

This operation is essential for storing digital content in a secure and accessible way, supporting the structured management of information.

In this article, the upload of files related to a marketing campaign will be demonstrated, using the previously created folder structure.

 

Upload files

1. Access the Drive (DR001) menu in the My drive view.

2. Open the folder to which you want to upload files.

3. Expand the Create button.

4. Click the File by import option.

5. Drag or select the desired files from your computer in the indicated area.

6. Click Finish to complete.

User following the steps to upload a file to Drive.
  • It is not necessary to upload files into a folder. In this case, simply skip step 2.
  • The upload will always be performed in the folder the user is accessing, if they are accessing one.
 

 

Conclusion

Once the upload is complete, the files become part of the SoftExpert Drive repository and can be accessed according to the defined folder hierarchy. This feature facilitates document control and contributes to the standardization of electronic information storage in the system.


Was this article helpful?