Upload/Create New Docs Overview

Overview

Docwize provides users with multiple methods via various modules to create and/or upload documents. In addition, users can upload file versions, revisions and attachments.

In the Folder view of 'Explorer' module, users can:

• ‘Drag-and-drop’ individual or multiple files, or folder(s)
• Create Placeholder documents via the ‘New’ menu option
• Upload individual or multiple files, or a folder via the ‘New’ menu option

In the 'New' module, users can:

• Create or upload new document(s)

Via Records, users can:

• Create or upload new document(s)

Via Email Influx, users can:

• Email documents to the relevant database

Extracting Archives - ZIPs and PSTs

If users upload zips or psts, a button with ‘Extract Archive: OFF’ will appear. If users want to extract the zips or the emails within a pst archive, they can click on the button to activate the extraction. There is a limit of 10000 files per zip and a cap of 100gb on the extracted contents.

A zip upload with extract archive 'on' is several times faster than uploading the files individually.

Example: 'Bulk Uploader' dialog with 4 zips, 2 of which will be extracted in the target folder.

How to Upload a File Version

Step	Description
1	'Right-click' on the relevant document and select 'File Versions' from the dropdown menu.
2	Click on 'Replace File'.
3	Select the required file and click 'Confirm'.

Example: Uploading a File Version

How to Upload an Attachment to a File

Step	Description
1	'Right-click' on the relevant document and select 'Attachments' from the dropdown menu.
2	Click on 'Add Attachment' and select the relevant document.
3	Complete the relevant meta data (eg. document type, relevant project, doc status).
4	Click ‘Next’ and allocate the document(s) to the relevant folder(s).
5	Click ‘Next’ and allocate the document(s) to the relevant location(s).
6	Exit out of the dialog. The attachment will reflect.

Example: Uploading an Attachment