1. On the Libraries tab, do one of the following:To upload a file, click Contribute and choose a file from your local drive.To publish files from your private library, click the My Private Files tab, select one or multiple files, and click Publish Selected.Or, to share files from Chatter with a library, see Share Files with Libraries (and skip the restof these steps).
2. To upload a file, click Contribute and choose a file from your local drive.
3. To publish files from your private library, click the My Private Files tab, select one or multiple files, and click Publish Selected.
4. Enter a title for each file. Optionally, enter descriptions.
5. If you are adding a new file that you just uploaded, choose either Save in myprivate library or Publish to a shared library. If you choose the second option, select a library. This becomes the managing (home) library, meaning that the content can be shared with another library but only revised by a user with author permissions in the managing library.
6. Optionally, choose a language. The Language drop-down list is displayed if multi-language support is enabled. If you do not choose a language, Salesforce associates your content with your personal language setting. If users restrict their content searches to a particular language, only content associated with that language is displayed in the search result set.
7. To publish the content on behalf of another author, choose that author from the drop-down list.
8. Tag your content. Your tagging permission depends on the tagging rule assigned to the library:If the library does not have a tagging rule or if your administrator assigned the open tagging rule, you can enter tags in the Tags field. As you type a tag, Salesforce CRM Content autosuggests tags based on your My Recent Tags list and the Popular Tags section on the Libraries tab. The My Recent Tags list on the Contribute window shows the 20 tags you have used most recently. Click a tag to add it to the Tags field automatically. If your administrator assigned the guided tagging rule, you can choose from the list of suggested tags or enter a new tag. Click a suggested tag to add it to the Tags field automatically.If your administrator assigned the restricted tagging rule, you must choose from the list of suggested tags. When you select a tag it turns green.You can't change or delete tag names. You can remove tags from a document, but that doesn't delete the tag.Tags are case insensitive. You can't have two tags with the same name even if they use different upper and lowercase letters. The case of the original tag is always used.
9. If the library does not have a tagging rule or if your administrator assigned the open tagging rule, you can enter tags in the Tags field. As you type a tag, Salesforce CRM Content autosuggests tags based on your My Recent Tags list and the Popular Tags section on the Libraries tab. The My Recent Tags list on the Contribute window shows the 20 tags you have used most recently. Click a tag to add it to the Tags field automatically.
10. If your administrator assigned the guided tagging rule, you can choose from the list of suggested tags or enter a new tag. Click a suggested tag to add it to the Tags field automatically.
11. If your administrator assigned the restricted tagging rule, you must choose from the list of suggested tags. When you select a tag it turns green.
12. You can't change or delete tag names. You can remove tags from a document, but that doesn't delete the tag.
13. Tags are case insensitive. You can't have two tags with the same name even if they use different upper and lowercase letters. The case of the original tag is always used.
14. If multiple record types are available, choose one from the drop-down list. The record type determines which custom fields appear for you to categorize and define your content.
15. After completing the custom fields, click Publish orSave.