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.

Using the Capture Frame

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.


NOTE:

When uploading an existing PDF document, you will be presented with three upload options before the document is committed to the catalog.

Capture file in original form: 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.

Convert to a fully-searchable PDF: The document will be converted to a new PDF containing document properties and OCR for full-text searches.

Make fully-searchable, but leave file in original form: 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 View Document link. After choosing an upload option, select the Screen Shot 2016-02-22 at 4.11.40 PM button to complete the upload process.

Content Central PDF Upload Options


 

 

Pre-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.

1. Select the Electronic Capture Type.

2. Select the Pre-capture coding Coding Method.

3. Select a catalog and document type to add the document to.

4. 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.

5. Browse to the location of the local file.

Screen Shot 2016-02-23 at 10.06.04 AM

 

6. Select the Screen Shot 2016-02-23 at 10.07.54 AM button to begin the upload process.

Content Central Capturing an Electronic File with Pre-Capture Coding

Post-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.

1. Select the Electronic Capture Type.

2. Select the Post-capture coding Coding Method.

3. Select a catalog and document type to add the document to.

4. Browse to the location of the local file.

5. Select the Screen Shot 2016-02-23 at 10.07.54 AM button to begin the upload process.

Content Central Capturing an Electronic File with Post-Capture Coding

Versatile 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.

1. Select the Electronic Capture Type.

2. Select the Versatile coding Coding Method.

3. Select a catalog and document type to add the document to.

4. Choose whether you want this document to be sent to your Personal Queue or the Shared Queue.

NOTE: 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.

5. 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.

6. Browse to the location of the local file.

7. Select the Screen Shot 2016-02-23 at 10.07.54 AM button to begin the upload process.

Content Central Capturing an Electronic File with Versatile Coding

Capture Only

Use this method of capture when you wish to capture an electronic document without providing any document properties.

1. Select the Electronic Capture Type.

2. Select the Capture only coding Coding Method.

3. Select a catalog and document type to add the document to.

4. Browse to the location of the local file.

5. Select the Screen Shot 2016-02-23 at 10.07.54 AM button to begin the upload process.

Content Central Capturing an Electronic File As Is

 

Using the Drag & Drop Upload Applets

Documents and other content can be uploaded in three different ways using the Catalog Browser. To access the Catalog Browser, select the Screen Shot 2016-02-23 at 10.21.49 AM button from the main menu followed by the Screen Shot 2016-02-23 at 10.22.33 AM icon in the left frame. Next, select a folder to upload one or more documents into. The following sections describe how to upload documents and other content inside the Catalog Browser.

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Using the Context Menu or File Menu

Any folder in the Catalog Browser tree can be right-clicked to produce a context menu containing the Add Document(s) menu item. This same menu item can be accessed from the File menu in the Results Frame. After selecting this menu item, the Drag & Drop Upload applet will appear in a new window.

Content Central The Catalog Browser Context Menu

Files can be queued for upload in two ways. Selecting the Screen Shot 2016-02-23 at 11.22.20 AM button will provide you with a browse dialog used to choose one or more files you have local access to.

Select the appropriate Document Type from the drop-down list.

You can also drag folders and files from your computer desktop or a system file explorer and drop them into the area labeled Drop Files Here.

Use the Screen Shot 2016-02-23 at 11.23.00 AM button to remove one or more files from the queue.

After queuing one or more files or folders, select the Screen Shot 2016-02-23 at 10.07.54 AM button to upload the files to the Content Central server. Select the Screen Shot 2016-02-23 at 11.25.18 AM button to cancel the upload.
Content Central The Drag & Drop Upload Dialog

Using the Results-Frame Upload Area

One or more folders or files can be dragged from your computer desktop or system file explorer and dropped into the area of the Results Frame labeled Drop files here to upload.

The upload process will begin immediately after files have been dropped into the designated area. Select the Screen Shot 2016-02-23 at 11.28.20 AM icon to cancel the upload.

NOTE:  The default document type chosen for the catalog will be used to identify the uploaded documents.  For more information, see the “Default Document Types” section.

Content Central Dragging Files Into the Results Frame

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