Post Documents

  1. With the File Manager open, expand the drives and folders in the left hand window to find the project files to upload.
  2. Select your folders and documents from the left (system files)
    post documents
  3. Drag them over to the right (project tree) into the appropriate destination folder.
  4. If folders are selected from the left and brought to the right side, they will be copied as well as the folders and documents that are inside it. If you created a folder structure in the project using the Add Folder icon, drag and drop your documents into these folders.
    post documents
  5. Click the “Upload” button in the top toolbar.
  6. Once all the documents have been uploaded, the File Manager will tell you "Upload Successful" and you can move to the next step.
    Note: While the files are uploading, you must keep PlanSource and the file manager open, but you can minimize them and continue working on something else while you wait.