Web client Add Document Wizard

When adding documents via the web client, you can only add a single document at a time. In the Web Client, you add a document from within the destination folder or use the Add Document Wizard. The Add Document Wizard allows adding both documents with files and offline documents.

The add document wizard can be embedded inside of other applications.

With the Add Document Wizard, you can employ auto-filing. The Add Document wizard can be integrated with other applications. The calling application can prefix various parameters and choose to display the locked down interface. Contact support@filehold.com for more information.

To add a document using the Add Document Wizard

1. In the Web Client, select Add Document from the library tree.

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2. In the Select a File page, click Browse to locate the file to add to the repository.
3. Click Next.
4. In the Select a Folder page, select a destination folder from the library tree or select the Auto-file check box to automatically set the destination. Note that auto-filing must be configured by your administrator in order to use it. If you try to use auto-filing and it has not been configured, you will receive a message stating "The selected document schema doesn't have an associated auto-filing script."
5. Click Next.
6. In the Metadata page, select the schema and enter the metadata field values.
7. Click Submit.