Your entire project structure can be managed from the Documents tab.
Our document upload process provides participants with an efficient and intuitive experience. You can upload documents from your computer or external storage.
Upload from computer
To upload files and folders located on your computer, proceed with one of the available options:
Drag and drop the files on the empty page or directly to any present document tree – as the structure unfolds, decide which folder you want to upload to.
Click the Add button and select to upload either Files or Folder.
If the project is empty, you can use the Upload button within the empty state.
Progress bar
Once you have selected the documents, your upload will begin automatically, and a progress bar will appear. While your documents are uploading, you can:
Track the progress of each file or folder with individual loading bars.
Easily add documents to the queue even during an active upload process by clicking the Add more button and choosing the relevant option, either Files or Folder.
Key information regarding uploading files and folders
Upload progress is calculated in MB and seconds/minutes.
To continue work while the system uploads the documents, minimize the pop-up.
In the case of uploading errors, export the list into an Excel file to gain greater insight into any issues.
Upload from external storage
To upload documents directly from OneDrive or SharePoint:
Click the Add button and choose the corresponding option.
Sign-in to your Microsoft account.
Allow Ideals application to access your info (required only the first time you access this feature).
Once you sign in and grant access, you will see a new window with your documents available for selection to upload.
File types
After uploading is finished, all the following file types are converted to the encrypted PDF for secure viewing by participants.
💡 There is no limit to the size and number of the files you upload.