Register a document folder

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Depending upon the Document Registry system options, registering files will either leave the files where they are and link to them, make a copy of the files in the Document Registry or move the files into the  Document Registry.

 

 

How to access the Document Registry

 


 

1.From the File menu choose Add Files From Folder.

 

2.Locate the folder and click OK.

 

3.Enter the file details. The details specified will be used for all files in the folder.

 

Note: The category drop downs are defined by an administrator. For more information see Defining category drop downs.

 

 

Related topics

 

Editing file details

 

Acknowledging files

 

Reviewing files

 

Authorizing files

 

Promoting files

 
Registering files

 

Registering web links

 

Changing file access rights

 

Withdrawing files

 
Deleting files