Adding Documents

Your administrator may have set up many different ways for you to add documents to Webdocs. Contact your administrator for instructions and see Appendix C: Using Other Applications with Webdocs if you are adding documents in any of the following ways:

  • Scanning documents.
  • Dragging and dropping documents from your desktop.
  • Importing batches of documents.
  • Adding documents directly from within Microsoft Word, Excel and Outlook.

This topic shows you how add documents from the Webdocs website:

NOTE:

Before you begin, make sure your administrator has told you which folders, Document Types, titles, and search keys to use.

  1. Log in to Webdocs.

  2. Click the Documents tab.

    A list of the folders you can add documents to displays.

  3. Click the folder to add a document to.

    The folder contents display.

  4. Click Upload Document .

    Upload Document displays.

  5. In Choose Document Type, choose the Document Type from the drop-down list for this document.

  6. Click Choose File and browse to the document to add.

  7. In Document Title, enter the title for the document.

  8. In the additional fields, type the search-key values. You may have to look at the document to find these values.

  9. Click Upload .

    A confirmation message displays, and the document is added to Webdocs.