Before you start uploading, open the folder to which the documents need to be uploaded. Then, click Upload, on the context toolbar:
A file upload form will show up. This form has the following three view modes:
standard: uploads specified documents from one or multiple folders (by clicking Add Files) or all documents from one or multiple folders (by clicking Add Folder);
classic: uploads specified documents from only one folder;
simple: uploads only one specified document.
Select the view mode you feel comfortable with and select files or folders to upload.
Running a Business Process
In certain cases, a document requires one or more operations to be performed on it. For example, a document may need to be approved or negotiated. This is where business processes come into play.
To create a business process, click on the Action button in the row with the relevant document and choose New Business Process:
The Run Business Process page opens, where you can fill in the parameters of the business process which you have selected.
Note: detailed information about business processes can be found on the Business Processes page.
To manage business process templates, click on the Business Process button, in the context panel:
Editing and Deleting Documents
The document modification commands are available in the context menu:
Alternatively, you can use the group action panel to apply a required action to multiple documents.
Editing Documents Using Microsoft Office 2003 and Later Versions
Attention! This function is available only when editing documents in Internet Explorer.
Click on the pencil icon, edit the document, save it and close the application. All the changes will be saved on the server side.
Note: the document has an icon indicating the lock status. The yellow icon shows that the document is being edited by you; the red icon means the file is locked by someone else. Use the action button menu to unlock the document.
WebDAV Application Comparison Table
Note! Certain limitations exist when using WebDAV clients to manage the library in workflow or business process mode:
a business process cannot be run on a document;
documents cannot be uploaded or edited if there are autorun business processes with mandatory parameters without default values;
Windows 7 prohibits basic authorization by default; you have to edit the system registry to enable it (see details). The web folder component does not support secure protocol. You will have to use http to access the library.
Windows Vista prohibits basic authorization by default; you have to edit the system registry to enable it (see details.)
Windows XP requires an explicit port number in an URL even if using the standard port 80 (e.g. http://servername:80/).
Windows 2008 Server does not install the WebClient service by default. You have to install it manually:
Start -> Administrative Tools -> Server Manager -> Features