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Upload/Create New Docs

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.

What you can do from this area​

  • Upload documents from multiple modules
  • Create placeholder or new documents
  • Upload file versions
  • Upload attachments
  • Extract ZIP and PST archives during upload

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​

For details on extracting ZIP and PST archives during upload, see Extracting Archives.

Uploading a file version or an attachment​

For the step-by-step procedures, see File Versions and Attachments in Document Details — both can also be started via the right-click menu on the relevant document.