Importing Documents (Files)

You can import a document (file) without necessarily attaching it to a record in a collection. This can be useful when you have a document that you know you want to attach to one or more records at some point but not at this time.

To import a document:

Open the Documents form.
Select Actions > New.
In the appropriate fields, specify:

A name for the document
(Optional) A description
The document type
(Optional) Whether the document is for internal use only
(Optional) A revision identifier
If authorized, a Status of Approved
(Optional) Start and end dates for the portal
Documents that are not within the start and end dates do not appear in the portal.

Click Import.
Use the Import dialog box to navigate to, select, and open the file to import.
Save.

Importing Documents (Files)

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