Initiate the upload

There are a number of ways in which you can upload files to VPS.

Upload Files button

Clicking the Upload Files button opens a file explorer dialog of the operating system that is used. In this dialog, one or more files can be selected in order to upload them to the currently selected folder. When clicking the Open button, the Upload Files modal pops up, as seen in the image on the next page. Here you can perform a number of actions with the selected file(s) prior to uploading.

Drag-and-drop

Another method to upload files is to use drag-and-drop. You can select one or more files from your operating systems file explorer and drag them into the Files and Folders component to trigger the Upload Files modal to upload the files into the selected folder.

Note: You are only able to upload files using this method. You cannot drop a folder into the Files and Folders component.

Upload Files modal

Edit the filename

Before uploading the files, you can change their names from within the Upload Files modal. In order to do this, you should click the button with the edit icon next to the filename. The edit icon is now changed into a save icon. Click this button to save the changes you have made.

Note: If the Upload button is greyed out, it is possible that one of the filename-edit controls is still activated. Click any visible Save button to continue.

Selecting a file category

It is also possible to provide a category for the uploaded files. This will help to organize your files. File categories are pre-defined by the Salesforce admin. For each folder, the Salesforce admin can define whether it is required to choose a file category, or not. Choose a file category by clicking the dropdown and selecting the most relevant category. The Upload button is greyed out when it is required to set a file category, and none is selected.

The dropdown component will show the recently used file categories on top for easy selection.

Note: If you cannot find the correct file category, please let your Salesforce admin know.

Selecting a (sub)folder

Based on the file category selection and the pre-defined file category restrictions made by the Salesforce admin, the system suggests a folder to store the file. If there are more possibilities to choose from, you can click the dropdown and select the most relevant location to store the file.

Cancel the upload

You can cancel the upload of a single file by clicking the button icon on the right side of the row. To cancel the complete upload, you can click the Cancel button.