Use an upload Template
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Automatic Field Matching
Configuring
Using an upload Template
What is an Upload Template?
An upload Template lets you fill out the metadata for a document or Documents with a saved template of values for the configure Fields on the Upload page.
To apply the values in a template you select the document and apply the saved template.
How to Create an Upload Template
1. Upload a document by dragging and dropping it or browse and attach.
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8. Select whether zipped files should always be unzipped.
9. Click Save.
How to use an Upload template
To use a saved Upload Template.
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6. Apply to All Documents - Will apply the template values to all the documents on the upload page.
Generating a link to a specific page
You can now generate a link to a specific page of a document by opening the document and click on the link icon.
With this addition you can generate links to
- The document
- The revision of a document
- A page on a document
