Add a New Document

Documents can be local files on your computer or URLs and may be added to a project at any time. Documents can easily be uploaded to work items through the "Project" menu, and they can be accessed and viewed in the "Documents" module on the Summary page.

Tip: Documents can be added directly to specific gates in Gated Projects.

To add a document to a work item:

1. Select Documents from the Project menu:

   

   Click image to play.

   OR

   Scroll down to the Documents module on the work item's Summary page:

   

2. Click the Add button:

   

3. Click the Choose Document button to browse your device for a document or drag a file directly into the dotted box:

   

   OR

   Type a URL into the text box under the URL tab and click Add URL:

   

   Note: By default, .exe and .jar files are restricted from upload into PowerSteering. Users who attempt to upload restricted files will be met with a warning message:
   
   Speak to a PowerSteering representative to customize which file types are restricted.

4. (Optional) Click Add Description on the file to provide details about the document upon upload:

   

   Note: The Add Description fields are the same fields that users will see while editing a document. Click here for more information on these fields.

5. (Optional) Repeat Steps 3 and 4 to upload more documents.

6. Click the Save button.

After clicking Save, your document will be saved to the work item. It can be accessed from either the Documents page or the Documents module (both from Step 1):