Add record(s) from file(s)

Drag and drop files to create records

In some tables, the record you create is a simple container of files, so you can use this method to upload files and create a record at the same time. The uploaded files will be inserted directly into the record's sections/notes.

Add from side menu

1. Click the Add button in the side menu.

   
2. Choose a table. Simply click the "..." icon next to a table, and then select the From files option.

   
3. Upon clicking, a window will appear asking you to select files.
4. Drop one or more files into the cloud icon or click the icon to select one or more files.

5. After that, you will be directed to a form to provide some additional information about how you want to associate/attach the files.
6. Select the section where the files will be stored. Choose one section from the dropdown to store the files in one of the default Files sections. Otherwise, a new section will be created with the Files widget.

7. Check "Create a(n) [Table name] for each file" if you want to create a record for each file. Otherwise, all files will be uploaded to one record.

8. Fill out the rest of the form.

9. Click Submit button to submit.

10. If the default_view is set to be "Notes", the uploaded files will be inserted into the Notes view as well.

Add from project list view

Using the cloud icon at the bottom of the Project List View, files can be dropped to create new records.

1. Drag and drop files onto the cloud icon or click the cloud icon to select files.

2. A table selection screen will appear. The search box can be used to restrict the list of tables displayed.

   
3. The rest of the steps are identical to "Add from side menu"

Add from table list view

Using the cloud icon at the bottom of the Table List View, files can be dropped to create new records.

1. Drag and drop files onto the cloud icon or click the cloud icon to select files.

2. The rest of the steps are identical to "Add from side menu"