Working with Documents in Folders

 

Adding a Document to a File Folder

1. Open the folder you want to add the document to.
   
2. In the Documents Content frame, click the Add button to open the Add Document form.
   
3. Complete the fields as required, and then click the Upload button.
   

Field Definitions (Default):
Choose Profile:  select the profile to associate with this document.
Choose File:  enter the exact path and file name for the document (or use the Browse button to find the document).
Version:  displays the version number for the document. During document check in, you can increment the version number if required.
Email Notify Folder Members:  automatically sends an email to all folder members that the file has been uploaded to Synergy even if the folder members have not subscribed to the document or folder.
Show Usage to Users:  allows users to view detail on who has check out/in or copied this file. See the section on View Document History and Usage.