New document
Clicking on the New document button opens a window for adding a new document.
Adding a new document into the database requires entering some basic information about the document you importing from the disk.
The form for adding a new document contains the following fields:
 Add document |
To upload documents, you can use the Drag and Drop method or click in the box to open the Explorer pop-up where you can select your file.
After uploading the desired document(s), the screen shows document preview. |
| Subject |
Subject who sent a certain document. |
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Document type
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From the drop-down menu, select a predefined document type.
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Category
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Enables sorting documents with similar content. A classification scheme is predefined in the database.
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| Document date |
Date of issuing the document. |
| Cancel |
Closes the window. |
| Add document |
Button to add document with all the data into Documentation. |
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IMPORTANT
After adding document into Documentation the document record opens and you can edit additional data like Metadata or see Chatlog. For more information see Edit document page.
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