02. Uploading Files to the TaroWorks Library

Introduction 

Before a file can be used in the View Resource task it must be added to the TaroWorks Library in your Salesforce instance. This document covers how it is done.

Getting Started

1. Make sure the TaroWorks library is already configured and you have been added as an Author. To verify if TaroWorks Library is configured, go to App Launcher > Files > Libraries and here check if "TaroWorks" library exists.
2. Also make sure your files are ready. For more information on which files are currently supported, see here.

How to upload a file

1. Click on the Libraries tab (red box). The screen below should appear.
   • NOTE: If it is missing, check if you have been enabled as a Salesforce CRM Content User and that the tabs have been set correctly. If the TaroWorks Library is still missing, follow these steps to create the library and add members
2. Check to see if TaroWorks (green box) is there under Libraries.
3. Click the Add Files (red box).
4. Click Upload Files.
5. Find the file you wish to upload from your computer. The exact flow will depend on your operating system. Please wait while the upload takes place then click Done.
6. Your files now will be available for View Resource Job.
7. Test and if there are any questions do not hesitate to reach out to TaroWorks support