Adding a File
Learn how to add files to your DM. This feature is available only to those users with read & write permissions.
Step 1
Using the "Folders" pane on the left, browse to the folder where you want to add your new file by left-clicking on the folder name.
Step 2
Click on the "Add Document" button in the actions menu at the bottom of the screen.
Step 3
Using the "Choose File" button browse your computer files and select the file you want to upload. Once selected, you can choose to add a title as well as some comments to the file. (The title field is used when performing a search.) There are also flags for requiring a review, and marking a document as a draft. Once you're ready click the "Save" button.
NOTE: These are flags only - there is currently no functionality behind these two checkboxes.
Step 4
Once you've added your document you have the option to add another, close, or send a notification. Let's send a notification by clicking on the "Send Notification" button.
Step 5
On the notification screen you are presented with a number of areas:
Documents added to folder /my folder name
This is simply a list of all the documents that you've added. You could in fact have used the "Add Another" button first, then added a number of files, then used the "Send Notification" button which would now list all the files you've added.
Subject
This is the subject line of the email that will be sent to the users being notified.
Message
This is the message that will be included in the body of the email sent to the users being notified.
Recipients
This area has two distinct ways of adding recipients. The first is to choose amongst the members of the group you have been assigned to. User ctrl+click to add multiple.
You can also add other recipients who are not currently users of your document manager. You can add multiple addresses by using a comma between addresses. You can also specify a date to which this invitation expires by using the calendar icon at the bottom.
When you're ready click the send button and you're done!
