Creating and Uploading a File

This article explains how to create and upload a file for a user in Pulse.

Navigate to Users.

Search for the user whose file you wish to create.

Click the Full Name hyperlink to open the user record.

The user’s Information record displays. Click the Files & Notes tab.

Click Add File. Select the file from your computer.

NOTE: When it is uploaded, the filename appears in the Name field.

Assign a file Type by clicking the drop-down arrow and selecting an option from the list.

Assign a file Description by clicking the drop-down arrow and selecting an option from the list. 

NOTE: Description options populate based upon the chosen file Type.

Assign a Start Date and End Date by clicking the drop-down arrow and selecting the dates using the calendar tool. Or, type the dates using MM/DD/YYYY format.

Assign a Status to the file by clicking the drop-down arrow and selecting an option from the list.

Click Save File.

 

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This is a Lincoln Learning Solutions product. Access/features may vary based on client contract.

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