Project WebSynergy Milestone 4 Administration Guide

ProcedureTo add a Document

  1. Login to WebSynergy.

  2. Click Add Applications from the welcome menu.

  3. Expand the Content Management folder.

  4. Click Add against the Document Library Portlet.

    The Document Library Portlet is added to your page.

    The user interface of the portlet contains Folders, My Documents, and Recent Documents tabs. You can search documents using the Search File Entries button in the Folders tab. The Add Folder button in the Folders tab allows you to add folders. My Documents and Recent Document tabs list all the documents and the most recently accessed documents respectively.

  5. Any document need to be in a folder. To add a new folder, click the Add Folder button.

  6. Give a name and description to the folder. The permissions for the folder determine what users can do. Click Save.

    A folder is created.

  7. To add a document to that folder, click on the folder name.

  8. You can either add more folders to further divide your documents into more specific categories or you can add a document to the current folder. In this example, we add a document. Click Add Document.

  9. Browse and upload a document using the classic uploader.

    There is a cap of 3000k on uploaded documents. After uploading the document, enter a title and description for the document.

  10. Click Save when finished.

    The document is added to the Document Library.