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.

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.

Add document wizard in the web client

  1. In the Select a File page, click Browse to locate the file to add to the repository.
  2. Click Next.
  3. 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."
  4. Click Next.
  5. In the Metadata page, select the schema and enter the metadata field values.
  6. Click Submit.