How to add documents within a folder in the Knowledge Base?

To store files or folders in the “Knowledge Base,” you have the option to add them to a folder associated with a board or project.

If you don’t already have a folder created in the Knowledge Base, visit the following article to learn how to create one to add your files: How to Create a Folder in the Knowledge Base

To add a file within a folder, follow these steps:

• Access the “Knowledge Base” from the left-hand menu.
• Enter the “Board” or “Project” where you want to add the files.
• Click on “Board Folders” or “Project Folder.”
• Select or create the folder where you want to upload the document.
• You’ll then have the following options:
  1. Click on “Add files,” located in the center of the screen at the top.
  2. Scroll down and select “Click here to upload files or drag them here.”

Notes:

• In the “Company Folders” section, which is a public folder accessible to all users of the account, only administrators can add new folders and attach documents.
• You cannot attach files to the knowledge base without associating them with a folder.
• Folders in the Knowledge Base cannot be dragged into other folders.

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