Add documents in Workspace

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 2 min. de leitura

    • Use the file picker to select and add documents from the documents repository, an external cloud storage provider, or a local desktop to a ticket or a record.

    Antes de Iniciar

    Role required: none

    To add a document from an external cloud storage provider, a connection to at least one external provider must be configured for your instance.

    Por Que e Quando Desempenhar Esta Tarefa

    The file picker opens from within the Document Management component and provides access to documents across three source types: the Documents repository, external cloud storage providers, and your local desktop. After attaching, all selected items appear in the Documents panel.

    Procedimento

    1. From the workspace, navigate to the required record (for example, Incident).
    2. Select the documents icon from the left side components panel to display the list of all document files and folders.
    3. In the Documents panel, select the add icon Add new credentials icon. or drag and drop documents or folders to add a document or folder.
    4. To select and attach documents or folders:
      1. Select Select docs/folders to select documents or folder.
      2. Select the documents you want to attach.
      OptionsDescriptions
      Search Search the document from the search bar.
      Workspace documents

      To filter the document list, select one of the following views:

      • All documents: All documents including owned and shared
      • Owned by me: Documents created or owned by you.
      • Shared with me: Documents others have shared with you.
      Nota:
      This option does not appear when you are adding a document within a folder.
      External drive
      Under External drive, select the cloud storage provider you want to browse:
      • Microsoft OneDrive
      • Google Drive
      • Microsoft SharePoint
      Local drive

      Under Local drive, select Browse documents. Your system file browser opens. Navigate to and select the file you want to upload, then confirm the selection.
    5. Select the documents or folders that you want to add.
    6. For external drives you can also select the Link only URL of the external document to the record check box to link URLs.
    7. Select Add.

      The file picker closes. The selected documents and folders are attached and appear in the Documents panel.

    8. To create a folder and add documents:
      1. Select Create Folder and name the folder.
      2. Select the folder.
      3. Select Select docs/folders to select documents.
      4. Select the documents you want to attach.
      OptionsDescriptions
      Search Search the document from the search bar.
      External drive
      Under External drive, select the cloud storage provider you want to browse:
      • Microsoft OneDrive
      • Google Drive
      • Microsoft SharePoint
      Local drive

      Under Local drive, select Browse documents. Your system file browser opens. Navigate to and select the file you want to upload, then confirm the selection.
    9. Select the documents or folders that you want to add.
    10. For external drives you can also select the Link only URL of the external document to the record check box to link URLs.
    11. Select Add.

      The file picker closes. The selected documents are attached and appear in the Documents panel.