You can upload documents in several places in Nagaris: the firm-wide Documents library (via the Upload button or, in Finder view, directly onto a folder), the Cloud Documents card on a client, and the classic Documents card on a client. Most of these store files in your SharePoint library; the classic client card stores the file against the client record in Nagaris. Each has its own size limit, so this article covers all of them.
Documents page, main Upload button - up to 100 MB per file, up to 10 files at a time. All file types accepted.
Documents page, Finder view, dragging files onto a folder or using Upload to [folder] - up to 50 MB per file. All file types accepted.
Cloud Documents card on a client - up to 100 MB per file. All file types accepted.
Documents card on a client (and client group Documents card) - up to 50 MB per file. All file types accepted.
If a file is over the limit for the spot you're using, the uploader won't accept it - the file simply isn't added to the selection, so if a file seems to do nothing when dropped, check its size first. For very large files, use a 100 MB option above, or share a link to the file's location instead of uploading the file itself.
Go to Documents and navigate to the folder the files belong in.
Click Upload. The Upload Documents to SharePoint dialog opens.
Check the Upload Location banner - it shows exactly where the files will go (the folder you were viewing, or Documents for the root).
Optionally add a Description.
Drag files onto the dropzone or click Browse Files. The guidelines are shown in the dialog: maximum file size 100 MB, ensure the file is clear and legible, and make sure scanned documents are properly oriented.
Review the selected files (you can remove any before uploading), then click Upload [n] Documents.
You'll see Successfully uploaded 3 file(s)! on success. If some files fail, the dialog stays open and lists them - for example Failed to upload 1 file(s): deed.pdf - so you can retry just those.
When the Documents page is set to Finder view, you can file documents into a specific folder without opening the main upload dialog:
Drag and drop - drag one or more files from your computer and drop them directly onto a folder row. The row highlights while you hover, opens automatically, and the files upload one at a time. A small spinner appears next to the folder name while its upload is in progress.
Upload to [folder] - expand a folder and you'll see an Upload to [folder name] row beneath its contents (this also appears for empty folders). Click it to open an Upload files dialog: add files, review the destination folder shown at the top, then click Upload [n] files.
In the Upload files dialog, each file is staged with its own row, so you can remove a wrong one before sending. Files upload one at a time and each shows its own progress bar, then briefly reads Filing to SharePoint... while the store finishes recording it. A checkmark marks a finished file; a failed file shows the error inline and can be retried on its own without resending the rest of the batch. A summary at the bottom of the dialog totals how many files uploaded and how many failed.
Files uploaded either way appear in the folder listing as soon as they land, without needing to refresh the page.
Each client page has a Cloud Documents card showing that client's SharePoint folder (you can browse subfolders inside the card):
On the client's page, open the Cloud Documents card and click the plus button (Upload Document).
The same Upload Documents to SharePoint dialog opens, with the Upload Location pre-set to the client's folder - Clients/[client name], plus any subfolder you had open in the card.
Add files and click Upload [n] Documents as above.
Files uploaded here are visible both on the client's card and in the Documents library under the client's folder. Cloud Documents requires document management to be enabled for your organisation - if it isn't, the card explains that cloud document management needs to be enabled and to contact your administrator. It also relies on Nagaris knowing which library folder holds your client subfolders (by default a top-level Clients folder, matched by name). An admin can point this at a different folder from the Documents workspace, see Connecting SharePoint and choosing your document library.
The Documents card on a client (and the equivalent card on a client group) stores files directly against the record in Nagaris rather than SharePoint:
Click the plus button (Upload Document) on the card.
Drag in or browse for files - each can be renamed in the preview list before saving.
Optionally add a Description, then click Save.
You'll see Document uploaded successfully! when it's done. This is also where staff can toggle Request document from client to ask the client to supply a file instead - see Requesting documents from clients.
Uploads accept any file type in every location; the dialog icons (PDF, Word, Excel, images, text, zip) are just examples.
Documents uploaded to SharePoint open in a new browser tab in SharePoint when clicked.
Uploads to SharePoint locations go one file at a time behind the scenes, since SharePoint throttles bursts of writes. With several files queued, expect them to land in sequence rather than all at once.
If an upload fails repeatedly, note the exact file name, type and size and send them to support with a screenshot of the error.
