Upload/Create New Docs
Docwize offers several ways to add documents: from a folder in Explorer, from the New module, as part of a record, or by email. Each is described on its own page.
What you can do from this area
- Create blank documents and upload files or whole folders into a folder in Explorer
- Drag files from your computer onto a folder
- Upload several documents at once from the New module, choosing their folders and locations
- Upload a file as part of completing a record
- Send documents in by email
- Extract ZIP files as they are uploaded
Ways to add documents
| Where | What you can do | See |
|---|---|---|
| A folder in Explorer | New > Document, Bulk Upload Files or Bulk Upload Folder, or drag files onto the folder. | Upload in Folder View |
| The New module | New Document(s): add files, check their details, then choose their folders and locations. | Upload via the New Module |
| A record | Add the file in the record's upload field, then save the record. | Upload via Records |
| Email the database's influx address. | Upload via Email Influx |
Extracting ZIP files
ZIP files uploaded with the Bulk Uploader are extracted into the folder by default. See Extracting Archives.
File versions and attachments
To add a new version of a document's file, or an attachment to a document, see File Versions and Attachments in Document Details.