Insert file
You have the following options for storing documents in a folder:
File, insertDocument, fileFunction, insert fileFile, documentInsert, file- Insert file function
- Drag-and-drop
'Insert file' function
Method
1. Select the folder where you want to store the document.
2. Click Insert file.
3. Click Select file.
Alternative: Drag and drop the document into the dialog box.
The file name is automatically entered into the Short name field. You can change the short name and version and enter a comment.
4. Click Save.
The document is filed with the metadata form defined in the configuration. If your administrator has configured a form for this metadata form, you can enter metadata in the Form view.
Drag-and-drop
Method
1. Select the folder where you want to store the document.
2. Click the document you want to file and drag it to the folder holding down the mouse button.
3. Release the mouse button.
The file name is automatically entered into the Short name field. You can change the short name and version and enter a comment.
4. Click Save.
The document is filed with the metadata form defined in the configuration. If your administrator has configured a form for this metadata form, you can enter metadata in the Form view.