Adding and saving new documents to Content Server

MS Office files

To add new Word, Excel and PowerPoint documents to Content Server, follow the quick steps below.

Tip: This process will be much quicker if you've already added the location where you wish to save the document to your favourites.

Quick Steps

1. Create your document in Word, Excel or PowerPoint.
2. Click on the Enterprise Connect menu and choose Save As.
3. In the dialogue box that opens, Enterprise Connect folder tree on the left to navigate to the location where you wish to store the document.
4. Give the document a name in the Name field.
5. Click on the Save button.
6. If the Document Categories dialogue box appears, fill in the appropriate details and click on the Done button.

Note: If the Save button stays greyed out you may be attempting to save the document in a location where you do not have edit permission. If so, you have two options:

• find the owner of the location to ask for editing permission
• email the document as an attachment to someone who does have edit permissions for them to add

Non-Office files

To add new any other documents to Content Server, follow the quick steps below or download the detailed guidance at the bottom of the page.

Quick Steps

1. Save the document or file you wish to add to add to your desktop.
2. Open Content Server and navigate to the folder where you wish to save the item.
3. Click on the Add Document button (top-right of the document list).
4. Browse to the item on your desktop and select it.
5. Click the Open button.
6. Click the Add button.
7. Complete the category fields required (if prompted).
8. Click on the Done button.
9. Click the Add button again.

Drag and drop

You can also drag and drop files from your computer into most areas of Content Server, you can download the guidance below.