Importing a document

1. Click File > New > Import. The import wizard starts. Select Documents > Document and click Next.

   

2. Type the document file name on the local disk in the Source file field or click the associated Browse to locate the file.
   Type an imported document title in the Title field (the default title is the name of the selected file).
   Type a brief description of the document in the Description field(this field is used in full-text search and is particularly useful for files that do not contain any text content, e.g., scanned documents or other graphics)
   

   Click Finish to import the document with no external files to the Uncategorized.

   Check the Import related files option to import the document related files (certain types of documents have external drawings or related sections, which should be placed in the directory of the document or its subdirectories, otherwise they could not be imported to the repository).
   

   

   Click Next to continue.
3. On the Related Files page the Directory field displays the parent directory of the primary document file. Left panel displays the selected directories tree. Right panel displays the selected files list in the current directory.

   

   Click Finish to import the document to the Uncategorized.

   Click Next to continue.

4. To add a category, click Add. In the category selection dialog select category and click OK. When the Include parent categories option is set the selected category and its parents will be added.

   

5. Click Finish and the document (including primary and the related files) will be imported to the repository and will appear in assigned categories.