Uploading Documents:Uploading Documents
Uploading Documents
- Navigate to the folder where the document number placeholder is held
- Select the placeholder and File/Check Out or Right-Click/Check Out or click O.
- The placeholder will now be locked.
- Select the placeholder and File/Check In or Right-Click/Check In or click I to open the Check In window.
If you do not have permissions to upload a document into the chosen folder the following error message will be launched:
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- Click the Add Files button
- Select the desired version number
- Browse to and select the file to be uploaded.
- Update or append any any additional properties and click OK to upload.
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Note
To import more than one file, the bulk upload tool is recommended as different properties can be assigned to each file from a predefined spreadsheet