IBM FileNet P8, Version 5.1.+            

Add wizards

Your site administrator determines the actions available to you for authoring documents by setting the Authoring page display site preference. Depending on the site preference setting, you might have two sets of options (Add Document and Advanced Add Document, and Open and Advanced Open) or just one set of options (Add Document and Open). The advanced actions, if available, appear under the More Actions option in the toolbar or pop-up menu.

To start the add process:

  1. To add a document directly from your local workstation or from outside your environment, choose one of the following methods:
    • Select the documents you want to add, and then drag them on Drag files here to add. You can add one or more documents at the same time. You can also select the email messages and email attachments you want to add from within Application Integration or Integration for Microsoft Office and drag them to a specific folder in an object store.
    • Select the Add Document or Advanced Add Document action from the toolbar, Tools menu, or the Actions button.
  2. To use an entry template see Access an entry template.


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Last updated: July 2011


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