You have the following options for filing documents in a folder:

• Insert file function
• Drag-and-drop
• Document from template function

'Insert file' function

Steps

1. Select the folder that you want to file the document to.

2. On the ribbon, click New > Insert file.

You have two options:

1: Click the button to the right of the Select file field and select the document.

2: Drag the document to the Drop file here area.

3. Select a metadata form.

4. Enter metadata.

For more information, refer to the chapter Metadata.

Drag-and-drop

Steps

1. Select the folder that you want to file the document to.

2. Click the document you want to file and drag it to the client.

3. Select a metadata form.

4. Enter metadata.

For more information, refer to the chapter Metadata.

'Document from template' function

This function allows you to generate documents from a template, for example reports. Generally, you can use any document that you have access to as a template.

Steps

1. Select the folder that you want to file the document to.

2. On the ribbon, click New > Document from template.

3. Select the document you want to use as a template.

If you are unsure of whether you selected the correct document, you can look at it using the Open in read-only mode function.

4. Enter metadata.

For more information, refer to the chapter Metadata.

Once you have confirmed the metadata with OK, the document is created in the Repository work area.

At the same time, the dialog box for checking out the document appears automatically so that you can edit it right away.