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Add Documents on a Search Screen

Add a new document or version directly on the search screen.

When you perform a search on the Search Documents screen you can add a new document or a new version of an existing document directly on the search screen.

The page provides a step-by-step guide to adding documents on a search screen:

  1. Navigate to Search Documents screen
  2. Apply search filters
  3. Drag and drop a file over a document in search results
  4. Choose document preference (new document or new version)
  5. Complete document indexing
  6. Save the document

Key Steps:

  • "Drag & drop a file over a document in the search results"
  • If versioning is enabled a "Document Preferences window" appears
  • Select "Add New Document" or "Check in as New Version"
  • Complete indexing fields and save

The guide includes screenshots to illustrate each step of the process.