To start collaborating, upload files (drawings, specifications, or other files) into UniPhi.
1. Select the Documents Module. Select the Files sub-navigation tab to access the document collaboration Main Page at portfolio level.
Navigate to Documents > Files.
2. Drag and drop files into the system or use the Upload Icon (yellow paperclip).
3. If in Portfolio View, link the uploaded files to a specific project or activity.
4. Files will automatically link to the selected project or activity, if the project or activity has been chosen beforehand, as shown below.
5. Complete metadata fields (e.g., title, description). UniPhi administrators can configure custom fields.
6. Click Save to upload files.
The files are in the system and available for collaboration.
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