IBM FileNet P8, Version 5.2            

Add a document

You can select and add one or more documents to an object store. You use an add action or drag the documents on Drag files here to add. Use the Add Document or Advanced Add Document actions to add one document at a time. Drag one or more documents to add multiple documents at the same time. You can also select a folder on the desktop to add the folder and all of its contents.

To streamline the process of adding new documents, you or an administrator can design an entry template that provides default information. For more information about entry templates, see Work with entry templates. For more information about associating entry templates, see Associate entry templates with folders.

After you add a document to an object store, you can manage your document using actions available on the toolbar or from the Actions button. For example, you can check the document out of an object store, modify it, and then check it back into the object store. You can also automatically delete the local copy of the document you are adding when your document is tracked.



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Last updated: March 2013
wpxt_add_document.htm

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