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
- Create your document in Word, Excel or PowerPoint.
- Click on the Enterprise Connect menu and choose Save As.
- 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.
- Give the document a name in the Name field.
- Click on the Save button.
- 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
- Save the document or file you wish to add to add to your desktop.
- Open Content Server and navigate to the folder where you wish to save the item.
- Click on the Add Document button (top-right of the document list).
- Browse to the item on your desktop and select it.
- Click the Open button.
- Click the Add button.
- Complete the category fields required (if prompted).
- Click on the Done button.
- 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.