Loading Documents

You can load these types of documents:

• Data forms

• Data grids

• Task lists

• Reports

• Links

• Related Content

• Custom documents

When the Path is selected in the Default section of the Load Documents page, the system displays a list of folders that exist in the system to which you can load documents. You can browse to select a folder from which to load documents.

When you change the default load options, the options are updated for all the rows unless you have a file selected. If you select the Override Security Class option for a specific row, the security class for that row is not updated when you change the default security class. You can change the current document path in the default load section or each row independently.

Note:

You cannot load a custom document in Override mode with the same name as an already loaded document with a security access to which you do not have access.

When the load process is complete, a link displays for the log so that you can view any errors.

To load documents:

1. Select Consolidation, then Load, and then Documents, or from the Document Manager toolbar, click Load Documents.
2. From the Document Type list, select the type of documents to load.
3. For Security Class, select a document security class or use the Default security class.
4. Optional: To override the security class specified in the file being loaded, select Override Security Class, then select the security class from Security Class.
5. Optional: If the document is a private document, select Private.
6. Optional: Select Overwrite existing documents.
7. Optional: If you are using Firefox as the browser, you can load multiple files. Select Multiple selection if it is not already selected, and click Browse to locate the files.

   You can select a maximum of 10 files at one time. The system then populates the detail rows with the selected files.

   You can also drag and drop files into the File Selection Content area.

8. To add more rows, click Add.

   The system adds rows that you can use to load additional documents.

   Tip:

   To delete rows, select the rows and click Delete.

9. Click Load.

   If you reload existing files, the system displays a warning prompt asking if you want to use them again. If you do, click Yes.

   Tip:

   To reset the settings to the default values, click Reset.