Files can either be uploaded via the regular upload interface or via a bulk upload interface. The total storage space of the document archives within a project is limited to 200 MB. If more storage is needed, please contact your account manager for further information.


Uploading a file to Document archive

To upload a file, click the “Upload Files” option in top left corner of the page to open the upload window. There are two different methods for uploading files to Document archive, depending if a project has an Hierarchical Filter or not.


Step by step

  1. Access the Document archive folder that the file will be uploaded to and Press Upload files.
  2. Use “Add files” to select the file for upload (you can select one or more files at the same time).
  3. Write a description for the file (this is optional).
  4. Click “Start upload.” An icon will appear for each file after it has been successfully uploaded.
  5. Press “Done” once you have completed the upload for all your files.




Uploading a file to Document archive in a project with an hierarchical filter

To upload a file to a project containing hierarchical filter, click the ‘Upload Files’ option in top left corner of the page to open the upload window. Only step 4 is added the the instruction above:


Step by step

  1. Go to the Document archive folder that the file will be uploaded to and press the “Upload files” button.
  2. Use “Add files” to select the file for upload (you can select one or more files at the same time).
  3. Write a description for the file (this is optional).
  4. Select if the file will only be shown when the selected node is shown, or if it will also be shown when the child nodes are selected   
  5. Click “Start upload.” An icon will appear for each file after it has been successfully uploaded.
  6. Press done once you have completed the upload for all your files.




Notes:

  • If more files need to be uploaded, you don’t need to close and re-open the upload window; just repeat the steps above to upload more files.
  • The file name (including the file extension) must be unique within a folder. If you try to upload a file with the same name (including the file extension) as an existing file in the same folder, then you will have to either cancel the upload or replace the existing file.



Working with files in Document archive

You can edit the file name, description, and hierarchical filter connection by using the functions shown once you press the file name or icon next to the file. The following is available when editing files:


Step by step

  1. To access Edit option press on file name or icon
  2. To download the folder press the “Download” icon.
  3. To Edit file details press the “Edit” icon. Here you can change name, description and Hierarchical Filter node.
  4. To move a file into another folder, click “Move” – the window with available folders will appear.
  5. To delete a folder, simply click the “Delete” button.
  6. If you are looking for a specific file, then use the search function at the top of the document list.



Notes:

  • You can preview an image file before downloading it. To preview a file, click the file icon or the ”Preview” button.
  • When a file is moved into a folder that contains a file with same name, extension, and H-Filter connection, then you need to either need to replace the file or cancel the move.
  • When a report user searches for files, the system will only search distributed folders. When an administrator searches for files, the system will search through all folders.