Commands for Documents

Uploading and Creating Documents

You can upload documents from your local PC to a category of a taxonomy or create documents online in categories. The system stores these documents in a hidden repository and classifies them in the relevant category.

Copying Documents

The categories of a taxonomy only contain links to documents, but do not contain the documents themselves. There are two commands for copying: Copy Link and Copy Target .

Source	Target	Description
Category folder	Category folder in the same taxonomy	The system classifies the document in the target category. All other classifications remain unchanged.
Category folder	Category folder in different taxonomy with the same index	The system classifies the document in the target category. All other classifications remain unchanged.
Category folder	Category folder in taxonomy with a different index	Not possible
Folder in repository	Category folder	Not possible
Category folder	Folder in repository	The system copies the link to the repository. Whether the document is stored in the taxonomy data repository or in a different repository is of no importance.

Source	Target	Description
Category folder	Category folder in the same taxonomy	The system creates a copy of the target document in the taxonomy data repository and classifies the new document in the target category. With the Copy Target command you create a new document. If more than one taxonomy is assigned to an index, read the comments in the section Uploading and Creating Documents .
Category folder	Category folder in different taxonomy with the same index
Category folder	Category folder in taxonomy with a different index
Folder in repository ( Copy command for documents, Copy Target command for links)	Category folder
Category folder	Folder in repository	The system creates a copy of the target document in the repository.

Moving Documents

Source	Target	Description
Category folder	Category folder in the same taxonomy	The system deletes the document classification in the source category and classifies it in the target category. If the document is contained in further categories, these classifications are retained.
Category folder	Category folder in different taxonomy with the same index
Category folder	Category folder in taxonomy with a different index	Not possible
Folder in repository (document)	Category folder	The system deletes the document from the repository, creates it in the taxonomy data repository and classifies it in the target category.
Folder in repository (link to document)	Category folder	Not possible
Category folder	Folder in repository	The system deletes the document classification in the source category and creates a link to the document in the repository.

If you create, copy or move documents, this always involves a manual classification or declassification. Note that a manual classification or declassification always has priority over an automatic classification.

Commands for Documents

Use

Features