Add A New Document

To upload a file from your computer, navigate to the folder in Workzone where you want to place the document. Click on the Add File button at the top of the screen. Choose Upload from computer from the drop down list, then drag and drop (in supported browsers) or select the files from your computer you wish to upload.

The Send email notification checkbox allows you to send an e-mail notification to another user. If you check that box, a screen will appear with the text that will be sent. This can be edited if you prefer to create your own message. Click the To button to reveal a list of users, where you can check the boxes next to the users you want to receive an email. Workzone automatically sends a blind copy of the e-mail message to you. If you leave the Send email notification box unchecked, the upload process will continue as normal, without sending an e-mail.

Additionally, you can drag and drop files to specific rows of requests, tasks, or projects, as seen here:

For graphics files, it is often useful to add a thumbnail to let the user see a small version of the file, without having to open it. This is particularly useful when searching through a large number of files. Workzone automatically creates thumbnails for documents in the following graphical formats: PDF, GIF, JPG, TIF and PNG. These will be shown, in their appropriate sizes, in both the list and gallery views for folders. To manually add a thumbnail for an item that does not have an automatically-generated one, click 3 vertical dots ( ︙ ) to the right of the documents row, then choose Edit item. Click Add a thumbnail, then Browse, and choose the appropriate image from your computer to use as the thumbnail. Thumbnails should be in .gif, .jpg or .btmp format with height and width of approximately 35 pixels by 35 pixels. Click Continue, then Save Changes.