How to upload a document

Prerequisites

• You must be a contributor or higher in the group.
• You must be a manager or an administrator to enable developer view.

Upload a document to a group

When viewing the group homepage, discussions page, tasks page or the documents page:

1. Click the plus button on the far right of the toolbar.
2. Click the Upload document... option in the drop-down to open the upload document dialog
3. In the Upload into field, the default is the main group folder – click one of the following to navigate to a different location to upload the new document:
1. icons and click a location in a drop-down, OR
2. icon and click a recently used location, OR
3. icon and navigate to a folder.
4. Complete steps 4–7 in the following section.

Upload a document to a chosen location

From the documents page:

1. In the folders panel on the left, navigate to, and click the folder you want to upload into.
2. Click the plus button on the far right of the document toolbar.
3. Click the Upload option in the drop-down to open the upload document dialog. Your chosen location shows in the Upload into field.
4. You can do the following:
1. Drag and drop one or multiple files to the middle of the dialog
   OR
   Click the Select files button and navigate and select one or more files to upload.
1. Filename displays at top. At right of each filename, you can click either:
1. Import options button – click and choose one of the available options – No process is default.
2. icon – you can then add a document title, document ID, apply existing labels, or add new labels by clicking the icon.
3. icon – click to delete a document from the current upload – click the Yes button to confirm the delete or click No to keep the document to upload.
4. icon – click to unzip files from a ZIP file upon upload.
2. When at least one file is in the dialog, you can click the icon, located beside the Select files button.
   
1. In the Upload notification dialog, you can:
1. Enter a subject for the upload.
2. Add labels.
3. Change the message settings – click the notification icons located at the bottom right.
4. Click the Save button or click Cancel to abandon the change to the notification for the upload.
3. Click the icon to attach a workflow to the uploaded files:
1. Enter details in the workflow dialog form.
2. Click the Save button or click Cancel to abandon attaching a workflow.
4. Click the red icon to remove all files from the upload.
5. Only if developer view is enabled, you see a icon – click it to see these options:
1. Display upload confirmation – clear the checkbox to NOT receive confirmation of which files will be overwritten or created. This can speed up the upload especially when importing DOCX files.
2. Overwrite metadata and document properties (title, docid, publication id/type, description, labels) – select this checkbox if you want to overwrite the metadata and properties of existing documents with the same filename, with the metadata and properties attached to the new document you are uploading.
3. Resolve references – resolve references to documents, images and URLs in the document you are uploading. You can clear the checkbox if the referenced objects will be uploaded later and then, if you’re a manager, resolve references another time from the group maintenance page.
   
4. Validate with default Schematron – validate your documents.
   
5. Index – index your documents. Clearing this checkbox is not recommended but indexing can be done another time from the Group maintenance page.
6. At the bottom right, click the following icons to view information about the files to be uploaded:
1. icon – shows the document filenames.
2. icon – lists the media type for the files.
3. icon – shows the files in a folder tree.
5. Click the Upload button to upload the files, or click Cancel to abandon uploading the files.
6. After clicking Upload, your filename displays following the the folder it is being uploaded to.
1. Green filename – the file is a new file.
2. Red filename – a file with the same filename exists in the folder and is overwritten with the new file upon upload.
3. At the top right, click the buttons:
1. Show all – all the files in the upload display.
2. New – only new files display.
3. Overwrite – only filenames that are the same as existing filenames display.
4. None – no filenames display.
7. You can then click these buttons at the bottom:
1. Back – to go back a step.
2. Confirm – you see the progress of the upload and then confirmation of a successful upload.
1. To close the dialog, click the icon at top right or click the Close button at bottom left.
2. If a message displays saying there were errors or warnings, click the icon to view the details on the process logs (system) page.
3. Cancel – abandon uploading the files.