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How do I add a document into a Category?

 

1. On the Repository page, click on the name of the category in which to upload a document.

 

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Info

Note: Clicking on the white space within the category name box will open up the Actions menu on the right-hand side of the screen. Clicking on the name of the category will open up the Search options for the selected category.

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2.On the Search screen, click on the Add document option on the right-hand side of the screen.

 

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3.Upload a document from the local machine onto the category.

 

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4.Once it has been uploaded, a green tick will appear to indicate that it has been uploaded successfully, which will then prompt the document viewer screen for confirmation.

 

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5.On the document viewer screen, enter the required and/or optional index data.

 

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6.Once the user is content with the uploaded document and the related index data provided, click Save.

 

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