Add a Document or Email using Add It

Documents and Emails can be uploaded using Add It. In Atlas, Emails are stored as a specific type of document in the main Documents library.

First, click the Add It button in the top right of the page:

Once the wizard loads confirm or choose the workspace you want to add to. By default Add It will select the workspace you were working in when you clicked the Add It button.

• Choose Documents to add a File Item or an Email and choose the folder in which you want the item to be saved. This may be particularly important if you need to store different files in different libraries, or you are using Microsoft Teams where each Channel has a corresponding Folder. If you want the files to be available for a specific channel you must upload it to that channel's folder.
  

• If you're uploading an Email, make sure you click Email instead of File Item above. They are returned in different Result Sources and Listing pages so it is an important distinction.
  
  
• Next you should upload your document. You are able to upload either from a OneDrive/SharePoint source by clicking the main button, or click the arrow on the right and choose This Device to upload directly from your device storage:
  
  • From Atlas 5.3 you can drag and drop files into Add It. Read more here: Drag and Drop and Pre-configured Types for Add It (Atlas 5.3+)
    
    
• Next you need to review the document tags. We recommend that you enter the Title although it is not required, but you are required to choose the Information Type if there is no default in the library you're uploading to. If you uploaded multiple documents you will see multiple Title fields - one for each document, populated with the filename by default:

• Next, fill in the global tags - if you want to push your document to specific pages or workspaces you should remove the generic tag and choose the tags matching those pages or workspaces, e.g. tag your Finance Department if you want the document to appear on pages with the "Finance" Department tag. If you don't need to push to specific pages or workspaces you can just leave the default values.
• After this you can check the Optional metadata:

• The Date in particular may be worth setting, as this will often be shown on result cards so you would want it show a recent date to assure users that this is an up-to-date document.
• You can also set the Security settings to limit who can edit this specific document:

• Finally, click Submit to upload your document:
  
• After submitting you will see a confirmation message, after which you will be returned to the start of the Add It wizard, allowing you to continue adding content if needed.