*Keep in mind that you cannot upload a file directly to a workspace. You must select a folder first.
1. Click on the desired record within the Record Directory (in this example the record Client A will be clicked)
2. Click on the target folder (in this example the folder is called Bloom)
3. Click Upload and then click File (if you wish to upload one or more files) or Folder if you wish to upload one or more folders
4. Select the file or folder from your device and click Open
You can then rename the file(s) in Edi manually, apply a File Naming Convention before uploading and/or provide a description of the file(s) (optional).
5. Click Continue to upload the file to Edi.
6. You’re all set! Once you upload the file from your computer the file will show up with a confirmation at the bottom.
Tip: You can also upload files from your device by dragging and dropping the files from the folder on your device directly into Edi