Users can upload personalized resources and store in the system for quick access. Files can then be pulled into any user-created content such as plans, IFDs, and assessments.
SITE ACCESS: Tools > My Favorites
To save your own files (such as Word, PowerPoint, or Excel files), click the Folder Options button and then click the Add Files option in the drop-down menu.
The Upload File(s) pop-up will appear with instructions.
Click on the (Change Folder) heading, and then click on the folder you would like to save the file to.
Once you select the folder, click the Browse button to find the file(s) you want to upload – select the file(s) and click Open.
You can also upload multiple files by clicking the Add New File button before uploading.
NOTE: An additional Browse button will appear, along with the option to Remove the additional file.
After clicking the Upload button, a confirmation appears stating that the file(s) was/were saved successfully.
When viewing the folder, you will see the uploaded files.
To access a file, click on the link to the file and follow the directions to Save or Open the file.