3.2 Uploading a Document to Oracle I/PM

Once a document is captured and an electronic version available on a file system to which you have access, you can upload the document. You must have the rights to create a document in at least one application in order to upload a document. To upload a document, do the following:

1. Click Tools in the Navigation pane to expand it, then click Upload Document. The Upload Document Page is displayed. Note that if you do not have rights to create a document in at least one application, the Upload Document option is not displayed.

2. From the Select an Application field, choose the correct application for the type of document you are uploading. The correct application is determined by the business process in which the document type is used.

   Additional metadata fields are displayed on the Upload Document page when an application is selected. The additional fields are unique to each application and are defined by the person creating the application. The fields are determined by the type of document being uploaded and its associated business process. Required fields are noted with an asterisk (*). For more information about metadata fields, see "Understanding Metadata".

3. Click Browse to locate the document image you want to upload. A standard dialog box opens for you to locate the document.

   
   

   Note: If using your keyboard rather than your mouse to select the Browse button, use the Space bar to execute the Browse button function and open the dialog box. The Enter key does not execute the Browse button function.

   
   

4. Navigate to the document and click Open. The dialog box closes and the path to the document is shown in the Document Image field

5. Click Upload. A confirmation message displays after a successful upload.

   
   

   Note: Oracle I/PM has been optimized to store files of sizes 200KB or smaller, but upload times can be affected by your document size as well as the speed of your network connection. If the documents you need to upload are larger than 200KB, contact your system administrator.

   
   

3.2.1 Previewing and Annotating When Uploading a Document

You can view and annotate an electronic document prior to uploading it by using the Viewer, provided you have the rights to do so. This can allow you to speed a process along, for example by stamping an invoice Approved with the Stamp Annotation prior to uploading the invoice. For detailed information on using the Viewer, see Chapter 5, "Viewing, Annotating, and Retrieving Documents".

To upload a document using the Viewer, do the following:

1. Click Tools in the Navigation pane to expand it, then click Upload Document. The Upload Document Page is displayed.

2. From the Select an Application field, choose the correct application for the type of document you are uploading. The correct application is determined by the business process in which the document type is used.

   Additional metadata fields are displayed on the Upload Document page when an application is selected. The additional fields are unique to each application and are defined by the person who created the application. The fields are determined by the type of document being uploaded and its associated business process. Required fields are noted with an asterisk (*). For more information about metadata fields, see "Understanding Metadata".

3. Click Open Viewer. The viewer is opened in the advanced viewer mode.

   
   

   Note: You must select an application before you open the viewer. If you open the viewer and navigate to a document prior to selecting an application, the viewer is reset when you select an application and you will need to navigate to the file again.

   
   

4. Click the Open a local file icon in the Advanced Viewer Toolbar Options section of the Viewer Toolbar. A dialog box opens for you to locate the document.

5. Navigate to the document and click Select the file to open. The dialog box closes and the document is displayed in the viewer.

6. Add desired annotations and save them by clicking the Save icon in the Viewer Toolbar, then click Upload. A confirmation message displays after a successful upload. For detailed information on annotating a document, see "Creating Annotations".