Add documents in Workspace

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Use the file picker to add documents from the documents repository, external cloud storage providers, or your local desktop to records.

    Before you begin

    Role required: none

    To add documents from external cloud storage, verify that your administrator has configured connections to the required cloud storage providers.

    About this task

    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.

    Procedure

    1. Open the record where you want to add documents (for example, an incident).
    2. In the left components panel, select the documents icon to display the Documents panel.
    3. In the Documents panel, select the add icon Add icon or drag and drop documents or folders.
    4. Choose how to add documents:
      • To add documents directly, select Select docs/folders.
      • To create a folder first, select Create Folder, name the folder, select it, then select Select docs/folders.
    5. Browse and select documents from your preferred source.
      SourceDescription
      Search Use the search bar to find specific documents.
      Workspace documents

      Filter the document list by selecting a view:

      • 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
      Note:
      This option does not appear when you're adding a document within a folder.
      External drive

      Select the cloud storage provider you want to browse:

      • Microsoft OneDrive
      • Google Drive
      • Microsoft SharePoint
      Local drive

      Select Browse documents. Your system file browser opens. Navigate to and select the files you want to upload, then confirm the selection.
    6. Select the documents or folders you want to add.
    7. Optional: For external drives, select the Link only URL of the external document to the record check box to create links instead of copying files.
    8. Select Add.

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