Work Instruction VI: Briefcase Navigation

project management briefcase

Briefcase

The ability to manage all project documentation.

**Briefcase Management**
1. Click Briefcase on the Navigation menu (see Figure 1).	Figure 1 – Briefcase
2. Click the New button 3. Select Folder Add 4. Folder; create name (see Figure 2).	Figure 2 – New Folder
5. Click Folder to manipulate (see Figure 3).	Figure 3 – Folder Manipulation
6. Select Folder and drag files to add to Folder (see Figure 4).	Figure 4 – Drag to add files
7. If file exceeds 20 MB then file must be uploaded through the “Add Files” feature (see Figure 5).	Figure 5 – Exceeds 20 MB Warning
8. Click Folder and select “Add Files” (see Figure 6).	Figure 6 – Add File
9. Browse for file and upload (see Figure 7).	Figure 7 – Upload File
10. After upload “Add another file” or “Close this window” (see Figure 8).	Figure 8 – File Added Successfully
11. To remove a document, click on file and select “Delete” (see Figure 9).	Figure 9 – Delete File

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Article ID: 142415

Created

Thu 3/31/22 12:50 PM

Modified

Thu 3/31/22 3:50 PM