How to upload documents / files in existing Share-Board / Project?

Step 1: Click the Share-Board / Project you wish to upload documents for, from the Dashboard. Let’s select “New Items (3370)” Project.

Step 2: Once the Project opens, click “View assets.” Then just drag and drop the file from anywhere within the Assets for this project.

Step 3: You can drag & drop your file into this project, you will now see a dialog box as shown by the red arrow. Where you need to fill details like which stage you want this file to be uploaded to and update Caption, Keywords & Folders and Category tree [CV] to tag the assets to that relevant library folder, as per your business requirement and click on upload. To add to any existing Share-Boards or Projects you need to select the relevant option from the “ShareBoard” field in the below “Main” tab.

Step 4: Here, we have filled details and click “upload”. The Share-Board settings says “Add to existing project.” We can keep it as it is, that’s my requirement. However, you are free to customize and make it your own accordingly. Note: Fill “Main” tab details and “Category tree” details, then click “Upload”.

Step 5:  In the existing project, we will be able to find the uploaded file with the caption provided (see arrows). It will automatically be added to that particular project and the chosen stage.