Upload a document

1. In Admin > Application Data, select Document Maintenance.

2. Select Create New Document at the bottom of the page.

3. Select Choose File, select your saved document, and select Open.

4. Select Upload.

   

5. In GENERAL:

   • Edit the Title if needed.

   • Add a Description (optional).

   • Select a Category.

6. In PUBLISH:

   • Enter Publish Date and Expiry Date (optional).

     If Publish Date and Expiry Date are empty, the document will be available once saved and will not expire.

   • Select which roles can Open, Edit, Clone, and Delete the document.

   

7. In KEYWORDS you can:

   • Add New Keywords to the document.

   • Add Existing Keywords to the document.

   • Remove a keyword from the document- Select the keyword Current Keywords and select Remove.

     Keywords are used when searching in Documents Catalogue > KEYWORD SEARCH.

     

8. In AUDIT:

   • Select the dates you want to log activity From and To.

   • Select a User, or all, you want to log the activity of.

   • Select the Actions you want the log.

   If AUDIT is not completed, the system defaults will be used.

9. Complete the TEMPLATE tab if you want to save the document as a template and use for document merge.

10. Select Save.