To add a document, press the "New Document" button (see picture below). Enter the following information:
- Choose which folder you want it to go in (one of your own folders - this must be created in the Docs & Folders area)
- Give the document a name (required)
- Give the document a description (optional)
- Give the document a search name (at least 1) - this is the name the system should be looking for when it tries to Suggest documents for you from this folder. This may be the same as the document name, or it may be nomenclature. (required)
- Browse and find the file from your system.
To add the document, press "Upload Document". The system will add the document permanently to the appropriate folder and show you the status in the Add Status. You can add as many documents as you would like at a time, and press the "X" button to close the add dialogue screen when done.
To view a quick video demonstration click here: Add Document