Documents & Folders
Uploading a whole folder
Upload a folder from your computer with all its subfolders, keeping the same structure.
Step 1
Open the folder it should go in
Go to Documents and open the folder the uploaded folder should sit inside. It arrives as a new folder there, with the same name and the same subfolders as on your computer. From Home, it goes into your own folder under Users unless you are an Owner or Admin.
Acme
9 files
Step 2
Right-click, then Folder upload
Right-click empty space in the list and choose Folder upload. Your computer's folder picker opens; choose the folder and confirm. Your browser may ask you to confirm that you want to upload its files.
Acme
9 files
Overview.pdf
Step 3
Or drag the folder onto the page
Drag the folder from your computer onto the Documents page and drop it on either box. Either way it goes into the folder you have open, exactly as it is: Secretary does not re-sort the files in a folder.
Manual
Upload to current folder
Secretary
Makes a plan and sorts your files
Step 4
Check where it is going
The Upload Folder window opens before anything uploads. The line at the top counts the folders, files and total size, and Uploading to shows exactly where the new folder will be created.
Upload Folder
3 folders · 24 files · 18.2 MB
Uploading to
Clients/Client Pack
Contents
Step 5
Check what is inside
Contents shows the folder's structure, with the number of files in each folder.
Upload Folder
3 folders · 24 files · 18.2 MB
Uploading to
Clients/Client Pack
Contents
Step 6
Files that will be left out
Files Secretary cannot take are listed in amber with the reason: programs and scripts such as .exe files, and files over the size limit (150 MB, or 50 MB for spreadsheets and images). Everything else still uploads.
Upload Folder
3 folders · 24 files · 18.2 MB
Uploading to
Clients/Client Pack
Contents
2 files will be skipped
- install.exe: Blocked file type (.exe).
- launch-video.mov: Too large. Files can be up to 150 MB.
Step 7
Press Upload Folder
Press Upload Folder to start, or Cancel to leave everything as it was.
Upload Folder
3 folders · 24 files · 18.2 MB
Uploading to
Clients/Client Pack
Contents
2 files will be skipped
- install.exe: Blocked file type (.exe).
- launch-video.mov: Too large. Files can be up to 150 MB.
Step 8
Wait for it to finish
Secretary creates the folders first, then uploads the files, counting both and showing the file it is on. Keep the window open until it finishes.
Uploading…
Please wait…
Step 9
Done
Upload Complete says how many files went up, and lists any that failed. Press Done. The new folders take the access of the folder you uploaded into, and each file shows Processing until Secretary has read it.
Upload Complete
22 uploaded
22 files uploaded
2 skipped (blocked file type)
Try it in Secretary, or create an account to get started.
Related guides
Finding your way around Documents
The folder panel, Home and All Documents, views, columns, sorting and the details pane.
Uploading documents
Add files to the folder you have open, or let Secretary read them and sort them into folders for you.
Creating folders
Make folders and subfolders to organise your documents, and decide who can see them as you go.