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How to Upload a Document

Goal

Photos and documents can be used to customize and display information in your org.

​After reading this article you will be able to:

  • Navigate to the Documents page
  • Upload Documents

 

 Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Salesforce Classic.

 

Step One: Navigate to Documents 

  1. Click the all tabs + icon.

1.1.png

 

  1. Click Documents.

1.2.png

 

Step Two: Upload Documents

  1. Click New.

Upload logo, click New 1.png

 

  1. Click the Choose File button and select file.

 

Consider these requirements while saving a Logo into the Document Library:

  • The image must be in GIF or JPEG format and less than 20 KB in size.
  • If the image is larger than 300 pixels wide by 55 pixels high, then it will be scaled to fit.
  • For the best on-screen display, we recommend you use an image with a transparent background.

 

  1. Click the Document Name field.

 

Note: The name fields will auto-populate with the title of the image

 

  1. Select your preferred folder.
  2. Click Save.

image covering the five steps to upload a new document