Adding already linked documents

Browse to the required Objective ECM location where the document is to be saved.

You can select the Recent, Handy, Home, Global or Find tabs to help you locate the parent file or folder where you wish to save the linked document(s).

• On the Recent tab, select a location from the list of ones you have recently accessed, then Use selected.
• On the Handy tab, use the Navigation pane to browse your Handy, select a location, then Use selected.

• On the Home tab, use the Navigation pane to browse your Objective Home folder to find and select the location you want. Then choose Use selected.

  Object aliases won’t be displayed on the Home tab.

• On the Global tab, use the Navigation pane to browse your Objective Global folder to find and select the location you want. Then choose Use selected.

• On the Find tab, select the object type from the drop-down and enter your search criteria in the adjacent textbox. Select Find to display the search results. Choose a location from the results list, then Use selected.

Choose the appropriate action for each document.

The default action for the document is Add as new. You can choose No action if you decide not to add the parent document, then the child linked documents are not added as well.

If you are uploading multiple linked documents and you wish to assign the same metadata to each, tick the Apply the same metadata to all selected documents checkbox.

Tip:  If you wish to apply different metadata to each document, untick the Apply the same metadata to all selected documents checkbox. You will then need to follow the upload instructions for each individual document, then select Next to go to the next document and add its metadata.

Complete the details to upload the documents to Objective ECM.

If your document had originally been saved on your local drive, the Delete original from disk checkbox is available for you to tick. For new documents that have not previously been saved, this checkbox will not be displayed.

If the Delete original from disk checkbox is ticked, then the original document will no longer be available on your local drive but will be registered in Objective ECM.

If you do not have permission to delete the document, it will be uploaded to Objective ECM, and you will get a warning message to let you know that the document on your local drive cannot be deleted.

Select Close on successful completion.

The document is available from the Objective ECM IQ or Objective Navigator.