Add a Document

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Add a Document

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To view a video: https://youtu.be/aQHRWeF30IQ

To add a file:

  1. Click on the organization or circle name on the left menu.
  2. Click “Documents”, then click the “Upload a Document” button.
  3. Select “Upload” or “Link” from the “Document Type” dropdown. “Upload” means you’ll upload the file and “Link” means you’ll add a URL to a Google link.
  4. Select the folder you want your file to be added to from the “Folder” dropdown.
  5. Name the file by adding a title in the “Title” field.
  6. Use the right column “Share Access” to select who you want to share the file with. If you’re adding a file in a circle, you can select “Share with All Members” to share the file with the entire organization. If your circle has children, you can select “Share with Child Circles” to share with all of them. You can also share with any circles you belong to.
  7. Either link to the file or select the file you want to upload, then click “Upload” or “Link Document”.