1. Go to any library under File Storage on the Left Navigation Menu. You can upload a document using the three options highlighted here.
2. When you click on the "Upload Document" button, you see the following screen. Documents you upload this way will be "Checked Out" to you. They need to be "Checked In" to be available for use by others.
3. Click OK to upload the file. Once the file is uploaded, you can tag it with the appropriate metadata on the dialog box that opens up.
4. You can also select a document, and edit its properties in order to add metadata.
5. In the dialog box, select the "Generate Filename" option to create a new filename that conforms to Fulcrum's filename format.
6. Once you generate a filename, "Check In" the document making the document available to others.