Adding Documents

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Working in KnowledgeTree's Web Interface > Browse Documents > Working with Documents > Adding Documents


This procedure adds a new document to the currently selected folder in KnowledgeTree's web interface.

 

Perform the following steps:

1.Login to KnowledgeTree's web interface.

 

2.Locate the folder where you want to upload the document - search, or navigate the repository through Browse Documents to locate the folder.

 

3.In the Actions on this folder menu click Upload Document.

 

4.On the Add a document to .. page, in the File field, specify the path the document you're uploading, or click Browse to navigate to the document on your local environment.

 

5.Accept the auto-populated Document Title or define a title; then, select a document type.

 

6.When you're done, click Add to upload the document.

 

7.A system message informs you that the file has uploaded successfully; now, fill out the document metadata.

Note: The system administrator predefines the metadata fields per document type.

 

8.When you're done, click Save Document.

       Note: The Document Details page opens, where you can view the data you entered for this document.

 


© 2008, 2009 KnowledgeTree Inc. - Document Management Software
This work is licensed under a Creative Commons Attribution 3.0 License.
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