Uploading a document through Document Explorer

1.  While logged in, click on the 'Files' button on your top toolbar. (if you don't see this button, then you probably aren't a 'document author' or 'content author' role in any groups)

2.  In the new window that opened, go to the top right and click on the blue document icon with the green plus sign (it will say 'Create Content' if you mouse over it). A smaller popup window will appear.

Note: You don't need to navigate to a folder before doing this. You will choose a location in the next step.

3.  Choose a file to upload and fill out the document's properties (not all are required).

Notes: 
* The File Name will be used to represent the document in Document Explorer, but the Title is probably what site visitors will see, depending on how the document sections are built on your website- they may display File Name, File Title, or both.  
* Comments are notes for someone editing the document later.  Most docs probably don't need them.
* Keywords will automatically appear in the header on any pages where that document appears. This is to help your site be better understood by search engines, if their content isn't already indexed anyway by search engines.  (Example: Document types read by Google)  

4. Continue to each tab and fill out the necessary fields. When you are finished, you can choose either SAVE or SAVE AND CHECK IN.

OPTION 1: 'SAVE' to upload the document but keep it checked out to you. Your document will have a pencil and a lock. To publish this you'll have to first check it in.

• CHECK IN – left click on the document name and select CHECK IN from the dropdown menu. You'll see the comment box and click 'Check In'.
• PUBLISH – left click on the document again and select PUBLISH. Comment if you like, then click 'Publish'.

OPTION 2: Select 'SAVE and CHECK IN' to upload and check in with one step. You will be given the opportunity to comment, and then click 'Check In' to complete the process. The document will have only a pencil icon, and is ready to publish.

• PUBLISH – left click on the document and select 'Publish' from the dropdown menu. Comment box appears, click 'Publish'.

5.  If you have workflow, choose workflow ~ submit to workflow. Then a 'workflow approver' can publish the document.