There are three ways to add a new document to Archive:
  1. Drag and drop directly from your computer into the Archive browser window.
  2. Drag and drop to the Doc Drop icon on your desktop.
  3. Use the navigation menu within Archive (see image below).
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Whichever method you choose, you will then see the Document Upload screen, which is divided into six sections:
  1. Document Information
  2. Document Options
  3. Document Notes
  4. Prefills
  5. Keywords
  6. Upload Information
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Document Information

  • Select File: Click the browse button to select a file. Checking the box next to the browse button if you want to use the native filename as the document name.
  • Folder ID: Defaults to the active folder. Click the binoculars icon to select a different one.
  • Folder Name: Automatically populated based on the folder ID.
  • Drawer: Automatically populated based on the folder ID.
  • Doc Type: Select the type of document you are uploading.
  • Doc Name: Defaults to match the Doc Type but can be manually overwritten.
  • Doc Version: If you select Revision or Replace, you will be prompted to select the document that you want to revise or replace.
  • Virtual Copy: Allows you to create a virtual copy of this document in another folder.

Document Options:

  • Public Doc: Checking this will enable hyperlinking for the document (make it publicly accessible via a web link).
  • Email As: defines the default email method when emailing the document.

Document Note:

  • Note Description: A brief description (or title) for your note.
  • Note Content: Add the note you want to include.

Document Prefills

Prefills are a collection of keywords assigned to a particular doc type. For example, the prefill “Vendor” is a collection of the following keywords:  
  • Vendor Name
  • Vendor ID 
  • Vendor Contact   

Keyword values within a prefill are generally pre-populated. In the example above the Vendor Name, ID, and Contact have pre-defined values.  When the prefill is selected it will automatically load the 3 keywords with their values. 

Document Keywords:

Document keywords are used for any of the following:  
  • Provides additional information pertaining to the document.
  • Serve as search or index fields for enhanced search capabilities.
  • Keyword values may be used in auto-naming a document.

Document keywords are assigned to Doc types. When you select a doc type and it has keywords associated with it, they will be displayed in this section of the upload screen. 

Upload Information:

A visual confirmation of the document that is about to be uploaded.