Upload document

You can upload new documents to the document management system or resave edited documents. We strongly recommend that you check documents for malicious software before uploading.

Prerequisite

Procedure

  1. Select the item for which you want to resave a document to the document management system.

  2. Click Attributes in the Start tab bar. The Attributes window opens.

  3. Click System attributes in the Attributes area.

  4. Navigate to the corresponding document link attribute, for example, the Document Title 1 attribute.

  5. Click the Upload Upload button. The Upload document dialog opens.
    If you are uploading a document from the document management system, the document data is already entered in the dialog.
    If you are uploading a new document, you need to enter the data of both document and document management system in the dialog.

  6. Click OK. If a document already exists in the selected document management system, you will be asked whether you want to overwrite it.

  7. Click Yes to confirm.

The document is saved in the document management system.

When you open the dialog for documents that exist in the document management system, a connection to the selected document management system is established. If a connection cannot be established, no path is displayed in the Directory field.

Please note that the system does not check during the upload whether another user has edited the document in the meantime.

A document remains saved in the local document directory even if it has been uploaded to the document management system.