Users can upload personalized resources and store in the system for quick access. Files can then be pulled into any user-created content such as plans, IFDs, and assessments.
SITE ACCESS: Tools > My Favorites
To save your own files (such as Word, PowerPoint, PDF, or Excel files), first click on the folder you would like to add the files to.
Click the Folder Options button and then click the Add Files option in the drop-down menu.
The Upload File(s) pop-up will appear with instructions.
Click on the (Change Folder) heading, and then click on the folder you would like to save the file to. If you already selected the folder in the first step, this selection will be pre-populated for you.
Click the Choose Files (Browse) button to find the file(s) you wish to upload. Select each of the files by clicking on them and then click the Open button. Click the Add New File button if you would like to select additional files.
Click the Upload button to complete the process.
When you click on the given folder, you will now see the uploaded files. To access a file, click on the file link.
To make modifications to the file, click the Options button associated with it and select Edit. Select Delete if you wish to remove the file entirely.