1. Foundation Guide
  2. Adding Contextual Documents

Adding Contextual Documents

You can upload contextual content to the cloud within EnterpriseOne. Content items can be documents, images, video files, audio files, or presentations. You can store multiple versions of the documents and reuse the content.

Note:

Before you add a document, ensure that the social connection softcoding record is created for the Content and Experience Cloud user as mentioned in "Adding EnterpriseOne Users to Oracle Content and Experience Cloud" section of the JD Edwards EnterpriseOne Tools Runtime Administration Guide.

To add contextual documents:

  1. Open an EnterpriseOne application.

  2. Select the row to which you want to add a document. The Attachments column displays a paperclip icon if a media object is associated with the row.

  3. Select Row, Attachments, to open the Attachment Manager side panel.

    Note:

    Contextual Documents are supported only in Advanced Media Object Attachments. See Advanced Media Object Attachments (Release 9.2.1) for more information about the setup required to enable the Advanced Media Object Attachments functionality.

  4. Select the Documents icon in the header of the side panel.

  5. In Content and Experience Cloud pane, use the Upload icon to select and attach multiple files. Alternatively, you can use Windows Explorer to drag and drop the selected files into the folder area. The folder area lists all the documents added for the specific record.

    The following example shows a document attached to a transaction:

    Contextual Document

    For information on the types of files that can be uploaded, see "Restricting File Types and Sizes" in the Administering Oracle Content and Experience Cloud Guide.

  6. Close the Content and Experience Cloud pane.

The Attachment Manager lists the contextual cloud documents along with the media object attachments for the specific record. You can differentiate the media object attachments from the contextual cloud files using the icons displayed in the side panel. Icons for the cloud files contain a cloud symbol. You can preview the cloud files through the Attachment Manager.

Using the Attachment Manager, you can find the contextual documents by either searching for or sorting files. The system automatically sorts the files by name. For more information, see Finding Advanced Media Object Attachments in this guide.

You can edit the contextual cloud documents through the Content and Experience Cloud interface. The Attachment Manager does not allow you to set the contextual cloud documents as default, or download, rename, or delete the documents.

For information about the additional features of Oracle Content and Experience Cloud such as adding people to content, previewing, version management, sharing, renaming, downloading, or deleting files, see the section "Managing Your Content" in the Using Oracle Content and Experience Cloud Guide.