Uploading Documents

In Online mode, you can upload documents in your selected workspace. Only one file can be uploaded at a time.

Prerequisite: Enable the Add Documents permission at the root or folder level in the Document Manager in the Unifier web application.

To upload a document in a folder in your workspace:

  1. In your project workspace, select the Documents tile.
  2. Tap a folder and tap the Plus icon to select a document from:
    • Gallery
    • Camera
    • Multiple Photos

      Note: Because you can only upload one file at a time, selecting Multiple Photos requires that the photos be merged into a single PDF file. You can included up to 10 photos.

    • Files app
    • Voice Notes
  3. If you selected Multiple Photos, complete the following steps on the Multiple Photos screen before continuing:
    • In the PDF File Name field, update the name, if applicable. By default, the system labels the file with PDF and a time stamp.
    • In the Size field, select Small or Medium. By default, the system selects Small.
    • Tap the right arrow.
    • Take or select up to 10 photos.
    • To preview the selected images, tap the thumbnail icon that displays the image count.
    • On the Preview screen, review the images.
    • To delete an image, select it and tap the Delete icon. Focus automatically moves to the next image. If you delete the last image in the display, focus automatically moves to the previous image. If you delete all images, the app returns to the camera.
    • Tap the check mark.
  4. In the Upload screen, enter the details of the document being uploaded.
    • File Name: Enter the file name of the document.
    • File Size: Enter the size of the file. It should not exceed the maximum file size limit in the Unifier web application.
    • Document Title: Enter a title for the document.
    • Revision Number: Enter the version for the document.
    • Issue Date: Select a date from the calendar. It defaults to the current date and time and displays in the format as indicated in your user preferences.
    • Revise automatically if the file with same name exists: Select this option if you want to replace an existing file automatically. This option displays only if you have enabled the Revise Document permission in the Document Manager in the Unifier web application.
  5. Tap the check mark.