To Add a Folder

1. Go to Documents > File Explorer and select where you would like to add a folder by either clicking on existing folders in the Documents grid or going to the document profile icon and clicking on the folder of interest from the folder tree. When you are in the desired folder, its name will appear to the right of the Documents page title in blue italics and the contents of the selected folder will appear in the grid beneath.
2. Click on Add Folder.
3. Type the name of the folder in the text field provided.
4. Click on the plus symbol to the right of the field to add the folder to the grid beneath.

Edit or Delete a Folder

1. Go to Documents > File Explorer and select the folder you would like to edit or delete from the grid, or use the folder tree in the document profile icon.
2. Click on Rename to edit the name of the folder.
3. Click on Delete to delete the folder. The Delete function will not be visible if there are documents in the folder. You must first delete all documents within the folder before you can delete the folder.

Add a new file

1. Go to Documents > File Explorer and select the folder in the Documents grid into which you would like to add the file.
2. Click on Upload Document.
3. The Upload Document form will open. Click on Browse to select the file of interest from your desktop.
4. Complete the rest of the form. Ensure you relate the most applicable category, media, and ISO 14001 element. If you need help understanding the field requirements, click on Help with this page on the utility pane.
5. Click on Save Document to upload the new file. Large files will take longer to upload.
6. Once uploaded, the view will default to the document profile page where you can edit document data and where new versions can be uploaded, stored and set to current (controls which version is available for download behind the file icon located on the left column of the Documents grid or for any related link on a custom content page).

Add a New Version of an Existing File

1. Go to Documents > File Explorer and select the file that needs updating.
2. Once in the document’s profile view, go to the Versions grid at the bottom and click on Upload New Version.
3. Click on Browse to select the file from your desktop and check “Make this the current version.”
4. Click on Upload. Large files will take longer to upload.
5. Once uploaded, the new version will be displayed on the version grid of the file with a green checkmark by it indicating that it is the current and active version.