Assigning or Adding Documents

Context

You can use the following procedure to add or assign documents for the selected object.

Procedure

Choose the Documents tab, and perform the following tasks:

In the Documents section, choose Add menu to upload a new document, and perform the following steps.
1. Choose Add Add Image to add an image
  1. In the Add Image pop-up, browse for a file.
  2. In the Additional Information section:
    
    Assign a Main Category to classify the document.
    You can also assign additional categories in the More Categories field. You can also assign a Phase, if necessary.
    
    Select the type of sensitive data available in the document from the Data Sensitivity list.
    
    Note
    
    This selection is only one of the metadata information for the document. Currently, there are no other actions performed based on the different value selected for this field.
    
    Select the language from the dropdown that corresponds to the documents.
    
    Enter a description. You can also enter a long description, if necessary.
    
    You can block the replication of files in certain countries (relevant data centers in that country) by selecting the countries in the Blocked Data Center Countries.
    
    Only the owner of the document can edit this list.
    
    Others can view the blocked countries and data centers.
    
    If the document is already shared, then you will not be allowed to block countries and data centers.
    
    When editing the document, you can change the blocked country and data center list.
    
    Select the confidentiality of the document if it’s not shared with everyone.
    
    Note
    
    If you are a premium account holder, all the private documents uploaded by your invitees can be accessed by you. Your invitees cannot have private documents without your knowledge.
    
    Confidentiality set by your invitee for a particular document applies to you as well.
  3. Choose Upload.
    
    You can use Check and Upload to check if there are any duplicates that exist in the system. If duplicate files exist, you will then view the files in the Similar Files Detected dialog box. You then can Continue Uploading the New File or you can select a file from the duplicate file list and Use Selected File option to upload it.
2. Choose Add Add Document to add a document.
  1. In the Add Document popup browse for a file.
    Note
    
    Maximum upload file size for a document is 2 GB.
    
    Different files with different MIME types can be uploaded for a document. You can assign the same or different languages for each file. For example, a document can now have files with “.doc”, “.pdf”, “.txt” extensions.
  2. In the Additional Information section:
    
    Assign a Main Category to classify the document.
    You can also assign additional categories in the More Categories field. You can also assign a Phase, if necessary.
    
    Select the type of sensitive data available in the document from the Data Sensitivity list.
    
    Note
    
    This selection is only one of the metadata information for the document. Currently, there are no other actions performed based on the different value selected for this field.
    
    Select the language from the dropdown that corresponds to the documents.
    
    Enter a description. You can also enter a long description, if necessary.
    
    You can block the replication of files in certain countries (relevant data centers in that country) by selecting the countries in the Blocked Data Center Countries.
    
    Only the owner of the document can edit this list.
    
    Others can view the blocked countries and data centers.
    
    If the document is already shared, then you will not be allowed to block countries and data centers.
    
    When editing the document, you can change the blocked country and data center list.
    
    Select the confidentiality of the document if it’s not shared with everyone.
    
    Note
    
    If you are a premium account holder, all the private documents uploaded by your invitees can be accessed by you. Your invitees cannot have private documents without your knowledge.
    
    Confidentiality set by your invitee for a particular document applies to you as well.
  3. Choose Upload.
    
    You can use Check and Upload to check if there are any duplicates that exist in the system. If duplicate files exist, you will then view the files in the Similar Files Detected dialog box. You then can Continue Uploading the New File or you can select a file from the duplicate file list and Use Selected File option to upload it.
3. Choose Add Add Link to add a document link.
  1. In the Add Link popup, provide a URL link to the document along with a Display Name.
    
    Note
    
    You cannot upload private domains such as .corp as links.
    
    Different files with different MIME types can be uploaded for a document. You can assign the same or different languages for each file. For example, a document can now have files with “.doc”, “.pdf”, “.txt” extensions.
  2. In the Additional Information section:
    
    Assign a Main Category to classify the document.
    You can also assign additional categories in the More Categories field. You can also assign a Phase, if necessary.
    
    Select the type of sensitive data available in the document from the Data Sensitivity list.
    
    Note
    
    This selection is only one of the metadata information for the document. Currently, there are no other actions performed based on the different value selected for this field.
    
    Select the language from the dropdown that corresponds to the documents.
    
    Enter a description. You can also enter a long description, if necessary.
    
    You can block the replication of files in certain countries (relevant data centers in that country) by selecting the countries in the Blocked Data Center Countries.
    
    Only the owner of the document can edit this list.
    
    Others can view the blocked countries and data centers.
    
    If the document is already shared, then you will not be allowed to block countries and data centers.
    
    When editing the document, you can change the blocked country and data center list.
    
    Select the confidentiality of the document if it’s not shared with everyone.
    
    Note
    
    If you are a premium account holder, all the private documents uploaded by your invitees can be accessed by you. Your invitees cannot have private documents without your knowledge.
    
    Confidentiality set by your invitee for a particular document applies to you as well.
  3. Choose Upload.
    
    You can use Check and Upload to check if there are any duplicates that exist in the system. If duplicate files exist, you will then view the files in the Similar Files Detected dialog box. You then can Continue Uploading the New File or you can select a file from the duplicate file list and Use Selected File option to upload it.
4. You can add a new version of a document by selecting the document from the list and choose Add Add New Version.
  1. In the Add New Version popup browse for a file.
    Note
    
    Maximum upload file size for a document is 2 GB.
    
    Different files with different MIME types can be uploaded for a document. You can assign the same or different languages for each file. For example, a document can now have files with “.doc”, “.pdf”, “.txt” extensions.
  2. In the Additional Information section, enter a Description for the document. You can also enter a long description, if necessary.
  3. Choose Upload.
In the Documents section, from the Add menu choose Assign to upload an existing document and perform the following steps:
1. In the Select Documents dialog box, search for an appropriate file.
2. From the Documents search results list, select a document.
3. Choose OK.
You can also use Remove and Download to remove or download any of the documents assigned to the equipment.