Upload documents in the Web Viewer

You can add documents to a file from the Web Viewer.

  1. On the File Toolbar, click Add, then click Upload.

  2. In the Upload Documents dialog box, if separators are enabled for the project, select a separator that you want to place the uploaded document in from the Separator list.

  3. Select a divider that you want to place the uploaded document in from the Divider list.

    Note: The default separator/divider can be selected from the Separator and Divider lists regardless of group rights; however, a user who does not have access to the default separator or divider will not be able to view documents that have been uploaded to them.

  4. Modify the Original Date if needed.
  5. Click Browse to locate the document(s) you want to upload or move the document(s) to the upload area using a drag-and-drop operation.

  6. Click Save.

Add an External Document Link

An external document link can be added to FileBound to reference documents in external locations, such as Google Drive™ or SharePoint® Online.

Example: A case manager has received a shared document from another user’s SharePoint site. They can add the external document link as a FileBound document so that all case information can be referenced in a single case file.

  1. On the File Toolbar, click Add, then click Upload.

  2. In the Upload Documents dialog box, if separators are enabled for the project, select a separator that you want to place the external document link in from the Separator list.

  3. Select a divider that you want to place the external document link in from the Divider list.

    The default separator/divider can be selected from the Separator and Divider lists regardless of group rights; however, a user who does not have access to the default separator or divider will not be able to view documents that have been uploaded to them.
  4. Modify the Original Date if needed.

  5. Click Add External Document Link.

  6. Type the URL for the external document in the External Document Link field.

  7. Click Save.

The URL is stored as a document in the File Tree; however, the actual document is not stored in FileBound. Users can access the document by clicking the External Document Link hyperlink.