This article covers the following topics to help you get started adding files to your Document Library:
Granting File Permissions and Roles: Determine who can add, view, and update files. Doing this before adding files ensures that only those you wish can access your Document Library.
Adding Files: Add specific types of files and their associated metadata to your Document Library.
Granting File Permissions and Roles
You should carefully manage who can add, view, and update files. You can store files of all kinds for various purposes. For example, you may have one set of files intended for only specific site members and another intended for everyone, including guests. You can use Roles and Permissions to control access to Document Library files. The Document Library’s folder permissions also help you organize files.
Follow these steps to create a Role for managing files in your site’s Documents and Media:
Open the Menu () and navigate to Control Panel → Users → Roles.
Select the Site Roles tab (or Organization Roles, for an Organization Role) and then click the Add button () to begin creating a role.
Give your Role a name and a description, then click Save.
Select your Role’s Define Permissions tab. In the Role’s permission definition screen, navigate to Site Administration → Content & Data → Documents and Media. In the General Permissions section, select Access in Site Administration and click Save.
Assign this Role to the Users that should manage media. For more information on this and other topics related to Roles, see Roles and Permissions.
Using the Add Menu
Follow these steps to add files to your site’s Document Library:
Open the Menu (), click on your site’s name, and navigate to Content & Data → Documents and Media. The Documents and Media screen appears and displays the Documents and Media library’s Home (its root folder). As you add files and folders to the Document Library, they’re listed here.
Click the Add icon () and select the type of document to add to the Document Library. You can add documents, folders, and shortcuts much like you would on a desktop file system. You can even configure access to an entirely different repository. The Add menu’s options are described below.
When you’re finished selecting the file to upload and filling out any document type fields that are necessary, click Publish.
File Upload: Upload a file to the Documents and Media library.
Folder: Create a new folder in the Documents and Media library’s file system.
Multiple Files Upload: Upload several files at once. You can apply a single description and document type to all the files. You can also categorize and tag the files, and assign them default permissions.
Repository: Add access to an external repository.
Shortcut: Create a shortcut to any document that you can view. You can set permissions on the shortcut to specify who can access the original document via the shortcut.
Any additional items in the Add menu are document types described by a unique metadata set. When you add a document belonging to a document type, a form appears that lets you pick the file to upload and enter the data defined by the document type’s metadata set.