Importing a folder

Adding documents is as simple as importing a folder. The folder structure will be automatically created when you import a folder in the Resource Center.

  1. After creating a folder, you can use drag & drop to import a folder from your computer or desktop into the empty folder in the Resource Center.

  2. To manually import a folder, select Import folder.

  3. Or, you can select the More options icon on the far-right of the folder's row, and then select Import folder.

    Note

    You cannot insert a folder in a folder that contains documents or subfolders.

  4. A selection window opens, from which you can select a folder to add.

  5. After selecting a folder, the Upload folder window appears. You can view the folder structure, including subfolders and documents, on the Content tab.

  6. To reorder the documents within their respective folders and subfolders, select and hold anywhere in the document's row, and then drag the document to its new position, which will be indicated by an outline. Release the document to move it.

    Note

    For more information about moving documents within a folder, see the Reordering documents page.

  7. To remove a document, select the Delete icon.

  8. If you upload one or more spreadsheets, you can choose whether to include all worksheets or only the active worksheets in the folder. Select the Options tab to view this option.

  9. The Include all worksheets from spreadsheets option appears. By default, this option is disabled, so only the active worksheet from each spreadsheet uploads. To enable it and upload every worksheet from the spreadsheets, select this option.

  10. To begin uploading the folder structure and documents, select Confirm.

  11. The documents will begin uploading and converting, and a folder structure will be created based your folders and subfolders.