BlueCielo Kronodoc 2012 Quick Start | BlueCielo ECM Solutions

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Adding files to documents

You add files to documents by uploading copies of them to Kronodoc. You can upload files using one of two different methods, Drag and drop upload as described in Adding files with drag and drop upload or Classic upload as described in Adding files with classic upload. The default method depends on your active Default upload type option described in Configuring user interface settings.

To upload files to a document from the Workspaces view:

  1. In the ribbon, in the Wizard group, click Upload file. The link is only visible if you have access rights to upload files. The Drag and drop upload or Classic upload page appears.
  2. Select and upload files as described in Adding files with drag and drop upload or Adding files with classic upload. The Upload Wizard page appears.
  3. Select a recent document or a recent folder to which to add the uploaded files or select the workspace where you want to add the file elsewhere. If you select a workspace, browse to the desired destination folder in the navigation pane and select a document in the detail pane. You may also create a new document to receive the uploaded files.

To upload files to a document from the document's property page:

  1. View the property page of the document to which you want to add files as described in Viewing and editing document properties.
  2. In the ribbon, in the Files group, click Attach. The Attach menu appears.
  3. Click Add files. The Drag and drop upload or Classic upload page appears.
  4. Select and upload files as described in Adding files with drag and drop upload or Adding files with classic upload.

To add a file to document from a template stored in Kronodoc:

Note    Performing this procedure is only possible if templates and their folder structure have been configured within the workspace by a system administrator. Otherwise, the command is not available.

  1. View the property page of the document to which you want to add files as described in Viewing and editing document properties.
  2. In the ribbon, in the Files group, click Attach. The Attach menu appears.
  3. Click Add files from template.
  4. Continue as described in Creating a file from a template.

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