Where documents go when they are uploaded may not make a difference to the average user as long as they are uploaded and can be viewed. However, to some people, where they get uploaded to does make a difference. Do they go into named folders or do they go elsewhere? Where do the files go when they are uploaded?
Where a document goes is determined by the context of the record. How does one tell what the context is? The context is determined by the 2 “buttons” at the upper right hand corner of the main portal screen for Company and Project, as shown below.
If you select Project, which you can see by the screen shot below, it shows the project name, when a document is uploaded, it will go into a named folder as shown below.
If you select Company, then it will upload into a file structure like the screen shot below illustrates.
So if support ever asks you what the context of the record is, it is referring to those 2 buttons at the top of the screen: Company or Project. We are looking for where your document went. You will not see those folder structures unless you are in Document Manager. And in many cases, users are not going to have access to Document Manager so they will not have access to it. Overall, it is good knowledge to where your document is going so if problems arise, you know where to look.