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Add Files

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.

the my folders section of the my favorites page with an arrow pointing to the my files folder

 

Click the Folder Options button and then click the Add Files option in the drop-down menu.

the My Favorites list with an outline around the folder options button and an arrow pointing to the add folder option

 

The Upload File(s) pop-up will appear with instructions.

the upload file window with instructions regarding the upload process

 

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.

the opened My Favorites folder with a subset of folders and an arrow pointing to a sample folder titled my files

 

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.

the bottom portion of the upload file window with an outline around the choose files button and an arrow pointing to the add new file button

 

Click the Upload button to complete the process. 

the top of the upload file window with an arrow pointing to the upload button

 

When you click on the given folder, you will now see the uploaded files. To access a file, click on the file link.

the my folders section showing the opened folder titled my files with an arrow pointing to a hyperlinked sample file in the my files list

 

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.

the my files list with an outline around the options button associated with a sample file and an arrow pointing to the edit option

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