Step 08: Uploading Documents

If you have received files externally and need to add them to CapLinked, this lesson shows how to quickly build out a folder structure and upload those files using the Import Folder CSV tool.

• Build the folder structure with a CSV template: Attempting to upload from the root prompts you to first navigate into a folder; instead, use the Import Folder CSV feature to download a spreadsheet template, fill in your desired folder hierarchy (e.g., Client Uploads > Accounting > Billing), and import the completed CSV to auto-create the entire nested structure in one step. (0:13-1:12)
• Navigate to the target folder: Drill into the newly created folder tree to the specific destination folder where your files belong, then open the upload window. (1:12-1:25)
• Upload and confirm: Select or drag your files into the upload window; they upload in real time and a "success" banner confirms completion, with an option to notify workspace members. (1:25-1:41)