Upload in Folder View
Drag-and-Drop
When in the folder view of the 'Explorer' module, users can drag-and-drop individual or multiple files, or folders, into Docwize. Dragging and dropping relevant files into the grid while in the folder view of the Explorer module will initiate the ‘Bulk Uploader’ (see 'Bulk Uploading' below) dialog for next steps.
Note: Folder hierarchy is not maintained when using the drag-and-drop method.
Explorer 'New' Menu Options
To upload documents, users can navigate to the ‘Explorer’ view and then navigate to the ‘New’ button in the horizontal toolbar of the grid view. If you do not have this button contact your Docwize administrator to give you the relevant permissions.
'New' button menu options
Via the ‘New’ button, users can select their preferred uploading method:
| Field | Description |
|---|---|
| Blank Document | Enables a user to create a template document. |
| Bulk Upload Files | Enables a user to select multiple files from folders on their device for uploading into Docwize. |
| Bulk Upload Folder | Enables a user to select a folder on their device for uploading into Docwize. Note: Folder hierarchy is maintained. |
Blank Document
When users select to create a Blank Document, they will be directed to the ‘Create New Blank Document’ dialog. Here, users can create placeholder documents, or upload documents immediately.
'Create New Blank Document' dialog
| Field | Description |
|---|---|
| Description | Enables a user to input a description, or name, of the document. |
| Document type | Enables a user to select the document type for the document. |
| Save | Creates the document in Docwize. |
Once information is saved, users are directed to the ‘Document Details’ dialog. Users can choose to immediately upload the relevant file, or to exit the ‘Document Details’ dialog. To upload the relevant document immediately, users can click on the ‘Upload Item’ button and select the relevant file from their device. If they choose to exit the dialog instead, the document will be a ‘placeholder’ document and the relevant file can be uploaded later if required.
Bulk Uploading Files/Documents
When a bulk upload option is chosen, once the relevant files or folder is selected, the user will be directed to the ‘Bulk Uploader’ dialog. If users choose to drag-and-drop file(s) from their device, once the files are dropped into the system, they will also be directed to the ‘Bulk Uploader’ dialog.
'Bulk Upload' dialog
| Field | Description |
|---|---|
| File Visualizer | Visualizes the list of files to be uploaded. |
| Edit Metadata | Enables users to revise document metadata. |
 | Enables users to download the list of documents onto an excel template for easy, standardised re-importing. |
| Search files and folders | Enables users to search file names. |
 | Deletes file from list for importing. |
| Map Filename | Allows users to select which field(s) to map data from the document filename. |
| Import Excel Metadata | Navigates to a dialog where users can import relevant excel metadata. Recommended: use the provided excel template format. |
| Start Upload | To initiate the uploading of files/folders into Docwize, a user can click here. |
Once documents have been uploaded, an 'Assign' button appears. Clicking on the ‘Assign Docs’ button will direct the user to the 'Assign' dialog. Here, users have the option to assign a selection of, or all documents, to various things, such as a common doc type, to a workflow, to a relevant folder, gridlinks, etc.
How to Upload a Single Document/Create a Placeholder Document in the Folder View
The easiest way to upload a single document is to drag it into the target folder from your file explorer. The 'Bulk Upload Files' option below will then appear. Alternatively, users can create a placeholder document and upload the file later.
| Step | Description |
|---|---|
| 1 | Navigate to ‘New’ in the Explorer’s grid view and select ‘Blank Document’. |
| 2 | Provide a description and select a document type. Click ‘Save’. |
| 3 | Either immediately upload the relevant file or exit the ‘Document Details’ dialog to leave the document as a placeholder document. |
| 4 | Optional: users can complete additional fields of metadata pertaining to the document in the ‘Document Details’ dialog. |
Example: Creating a single document and then uploading a file into it.
How to Bulk Upload Files/Folders in Explorer
| Step | Description |
|---|---|
| 1 | Navigate to ‘New’ in the Explorer’s grid view and select ‘Bulk Upload Files’ or 'Bulk Upload Folder'. |
| 2 | Select the relevant files/folder from your device. |
| 3 | Review the document metadata. Optional: revise the document metadata. Note: the automatic duplication checking tool will indicate if reference numbers or revisions of documents already appear in the system. |
| 4 | Select ‘Start Upload’. |
| 5 | Optional: select specific documents/files and click on ‘Assign' to bulk assign documents as needed. |
Example: Bulk uploading files/folders