Upload Documents

With PowerWeb, you can upload files to the vault either as new documents, to replace the content in existing documents, or as new or updated renditions.

Note:

  • To upload more than one document at a time, the ActiveX compatibility mode option must be enabled as described in Personal Preferences.

  • If errors occur while uploading large files, a System Administrator might need to configure the web server to accept larger files than the default size.

  • The document type that is assigned to imported documents is determined by the following precedence:

    • Document type assigned to the file extension.

    • Default document type of the active vault if available in the active scope.

    • Default document type assigned to the active scope.

ClosedPowerWeb Procedures

Use these steps for PowerWeb.

ClosedUpload Files as New Documents

To upload files as new documents in the vault:

ClosedUpload File to Replace Document

Note:

  • To prevent errors, the document must be in a released workflow state or the vault must be customized to release the document upon replacement of the content.

  • By default, the redlines for the existing document content will be deleted. If the redlines should be retained (to check that changes to the document have been done properly, for example) consult a System Administrator about disabling this behavior.

To upload a file to replace the content of an existing document in the vault:

  1. Locate the document for which you want to replace its content.

  2. In a navigation view, right-click the name of the document and on the shortcut menu that appears, point to Document and then click Replace Content.

    The Replace Content dialog box appears.

  3. Click Browse and select the file that you want to upload.

  4. Click Yes.

ClosedUpload File as Rendition of Existing Document

To upload a file as a rendition of an existing document in the vault:

  1. Locate the document for which you want to upload its rendition.

  2. Choose between two options:

    • In a navigation view, right-click the name of the document and on the shortcut menu that appears, point to Document and then click Attach Rendition.

    • If a rendition is already attached to the document, click Upload Rendition.

      The corresponding dialog box appears.

  4. Click Browse and select the file that you want to upload.

  5. Click Yes.

    The file is uploaded to the selected document as its rendition.

ClosedPowerUser Procedures

Use these steps for PowerUser.

To upload files as new documents in the vault:

2021 R3

 

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