Adding Files and Folders

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Adding Files and Folders to the Publish list.

 

LiveFile_Publish_Addition

 

Clicking on the Add File button opens the following view.

 

LiveFile_Publish_New_Doc

 

Click the Document folder button shown to select the file to be included. Populate the remaining fields to show:-

 Entity                                The Entity the document relates to.

 Responsible                        The person adding the file

 Assigned Responsibility                The person who will control the Document

 Management                        Is the document going to be version controlled or unmanaged.

 Document Type                        A customizable field where the document type is specified.

 Form Type                        A customizable field where the form type is specified.

 Document Retention                How long the document will remain active before expiring - predicted usefulness.

 

Clicking the Finish button at any time will close the screen with the following options. Placing the document in the Publish Queue allows the document to be reviewed before being Published.

 

LiveFile_Publish_fully

 

Clicking the next button displays the Document Summary

 

LiveFile_Publish_Summary

 

Clicking the Add Another button at anytime will also present you the Publish options but will also open up a new blank view awaiting the attachment of the document.

 

The LiveFile_Add folder_button button allows multiple documents to be added using default settings or the documents can be dealt with one at a time.

 

LiveFile_Publish_multi

 

 

The LiveFile_Alter_button button allows the details of the document to be changed but not the Document name or path.

 

LiveFile_Publish_New_Doc

 

The LiveFile_Publish_button button allows the Publish of the selected documents.

 

The LiveFile_Delete_button Delete button deletes any selected documents.