How do I drag a file from My Computer and upload it to a Contact, Company, Category or Project?
Click-and-drag any file from your computer and directly upload it to a Contact, Company, Category or Project.
- Select
'Contacts'
from the left navigation menu and select a contact (The following steps may be completed for any Contact, Company, Category or Project). - Select the
'My Files'
tab from the bottom right of the right panel. Select the file you would like to see the revision history of. - To view and navigate the files from your computer, click the
'My Computer'
button. - The My Computer panel will now be located in the bottom panel.
- The My Computers toolbar includes a button to
'Refresh'
the files, toggle between'Folders'
and list view, go'Up'
a folder, go'Back'
to the previous view, go to'My Depot'
, go to'My Desktop'
, go to'My Documents'
and go to'My Computer'
. - In this example, we will navigate to My Documents by clicking the
'My Documents'
button and selecting"Spreadsheet"
. - Drag and drop the selected file to the destination folder.
- Click
'Yes'
to confirm the upload. - Your file has now been added to the contact’s
'My Files'
tab.