If you would like to capture documents and/or other files that you have local access to, you may use these features to import those documents or files into Content Central. Single files can be uploaded using the Capture frame, and multiple files can be uploaded using the Drag & Drop Upload applet in the Catalog Browser.
Files can be individually uploaded using the Electronic Capture Type in the Capture frame. The following sections describe the various Coding Methods available when uploading documents.
When uploading an existing PDF
document, you will be presented with three upload options before the document is committed to the catalog.
The document will be left as-is and committed to the catalog with the document properties supplied. If the document does not already contain OCR text for full-text searching, the only information that will be searchable will be the document properties.
The document will be converted to a new PDF
containing document properties and OCR for full-text searches.
Images will be processed for OCR text, but the file will remain in its original format. The OCR and document properties will be stored only in the Content Central database.
The document may be viewed in the area below these options by selecting the link. After choosing an upload option, select the button to complete the upload process.
PDF Upload Options
Use this method of capture when you wish to capture an electronic document and provide the document properties for that document before uploading.
Select the Electronic Capture Type.
Select the Pre-capture coding Coding Method.
Select a catalog and document type to add the document to.
Enter information about the document into the appropriate field text boxes. If any key icons are displayed next to a field, you may select the Perform key-field lookup link to perform a real-time field lookup. One or more of the fields will be updated.
Browse to the location of the local file.
Browsing for an Electronic File
Select the button to begin the upload process.
Capturing an Electronic File with Pre-Capture Coding
Use this method of capture when you wish to capture an electronic document and provide the document properties for that document after uploading.
Select the Electronic Capture Type.
Select the Post-capture coding Coding Method.
Select a catalog and document type to add the document to.
Browse to the location of the local file.
Select the button to begin the upload process.
Capturing an Electronic File with Post-Capture Coding
Use this method of capture when you wish to capture an electronic document and provide the document properties for that document before uploading, after uploading, or at both times.
Select the Electronic Capture Type.
Select the Versatile coding Coding Method.
Select a catalog and document type to add the document to.
Choose whether you want this document to be sent to your Personal Queue or the Shared Queue.
The Personal Queue is visible to you only. The Shared Queue is visible to you and others with permission to add documents for the selected document type.
Enter information about the document into the appropriate field text boxes. If any key icons are displayed next to a field, you may select the Perform key-field lookup link to perform a real-time field lookup. One or more of the fields will be updated.
Browse to the location of the local file.
Select the button to begin the upload process.
Capturing an Electronic File with Versatile Coding
Use this method of capture when you wish to capture an electronic document without providing any document properties.
Select the Electronic Capture Type.
Select the Capture only coding Coding Method.
Select a catalog and document type to add the document to.
Browse to the location of the local file.
Select the button to begin the upload process.
Capturing an Electronic File As Is