Help: Add Document


Add a new Document to the current Infobase

Title
Enter the title of the document. A Document title can consist of any alphanumeric characters except ~ and /

Author
The default value is the name of the current user. It can be changed to the name of the actual author of the document.

Location
Click on a radio button to indicate the location of the document that you are adding.

Path:  If you upload the document from the client system, you can specify a file system path or use the "Browse" button to indicate the location of the document on your client system. The document will be uploaded to the server and placed in a special directory by the InfoPlace Document Organizer.

If you are using Internet Explorer 3.0, you may not see a "Browse" button. To get the upload functionality you will need to upgrade your browser to a newer version, get an upgrade patch from Microsoft or use a browser from a different vendor like Netscape.

URL: If the document is already on a web-accessible server, then you can just enter its URL. You can use the "Preview" button to make sure that the URL you are entering points to the right document.

Document Text In Description: If there is no real document, you can use this radio button. This is useful for adding small scraps of text information without the hassle of creating a document.

Document Type
Select a type from the pull-down selection box. This will help users when they search for documents of a particular type. Type HTML is selected by default.

Categories
Select one or more exisiting Categories to which you want to add the Document. If you need to create a new Category, use "Add Category". You can only select a Category that does not contain any sub-categories. You cannot mix Categories and Documents under a single Category.

Description
Enter an optional, brief description of the Document.

Keywords
Optionally assign keywords to the Document. Keywords can be words or phrases. Multiple keywords should be comma-separated. e.g "Pre-sales, Marcomm" or "Beta program, Beta sites". Users can search for Documents by keyword.

Version
Enter a Version number for the Document. "1" is entered by default.