Upload via the 'New' Module

When users are in the 'New' module, they can upload new documents via the ‘New Document(s) function. Clicking on the button will initiate the ‘Upload Document(s) dialog, where users can follow prompts to upload documents.

New Document(s) button

Upload Document(s) Dialog

Upload Document(s) Dialog

The Upload Document(s) dialog consists of a number of interfaces.

The first step (illustrated above) provides users with the option to either drag-and-drop document(s) into Docwize or to click and select the relevant document(s)

Second Step: Upload Document(s) Dialog - Metadata

The second step provides users with the opportunity to edit and/or add additional metadata regarding the documents being uploaded.

Third Step: Upload Document(s) Dialog - Folders

The third step enables users to select from available folder(s) to assign the document.

Fourth Step: Upload Document(s) Dialog - Locations

The fourth step enables users to select from available location(s) to assign the document.

Fifth Step: Upload Document(s) Dialog

Field	Description
=	Allows users to drag and move the document.
	Directs users to the Document Details dialog.
	Enables users to preview the document.
Send	Enables users to send the document to a workflow.
Close	Enables users to preview the document.
Start Upload	Reflects the document description.

How to Upload Documents via the Upload Document(s) Dialog in the 'New' Module

Step	Description
1	Navigate to the ‘New’ module and click on the ‘New Document(s)’ icon.
2	Drag and drop the relevant field on the ‘Upload Document(s) pop-up dialog and select the relevant files.
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	Either close the dialog or choose to send the document(s) to a workflow.

Example: Uploading Documents via the 'New' Module