Creating Document Files

yuuvis® RAD client • 8.x »

The following options are available for you to create document files in yuuvis® RAD client:

  • Create document files using the Create icon Create object icon on the yuuvis® RAD bar.

  • Drag and drop to create document files

  • Create document files using the Windows clipboard (copy & paste)

If you want to file a document file in a folder, you first need to open the folder view of the filing location before you start creating the document file.

Your rights in the system and the configuration of the object types determine whether or not you can select document files and which ones are available for selection.

  1. Click the Create icon Create object icon on the yuuvis® RAD bar.

    The Create object menu containing all object types you can create appears.

    2. Upload file icon

    Upload file: Uploads a file from your Windows file system and adds it to your object as a document file. A duplicate check is carried out (see Duplicate Check).
    Template icon

    Select template: Offers a selection of templates to use in creating a document file.

    The administrator can disable the template function. If the template function is disabled, then the Select template option will not be offered.
    Without file icon

    Without file: Creates your object without a document file. You can still add a document file later on.

  2. Select or execute one of the file options.

    The metadata area opens.

  3. Enter the corresponding metadata in the metadata area.

    Mandatory fields are indicated by an asterisk.

    Metadata fields that are prepopulated by the object type definition are indicated by a df. Fields that are marked with an ex extract the metadata from the metadata of the document file (see Prepopulated Metadata Fields). The Metadata section describes your options for maintaining metadata in yuuvis® RAD (see Editing Metadata).

  4. Exit the creation process by clicking File or File and open.

The document file is filed in the yuuvis® RAD filing system.

  1. Drag a file from your Windows file system and drop it onto the yuuvis® RAD client workspace.

    Drag and drop is not supported for files in ZIP archives.

    The Upload file(s) filing menu appears.

  2. Drop the file onto the filing menu.

    You will see several different filing destinations, depending on the context:

    • Create in <name of tree item>: Files and indexes the file in the currently opened folder. This option is only offered when the folder view is open (see The Folder View).

    • Add document file: Files the file in the currently opened object. This option is only offered when the object view is open and the opened object does not have a document file yet (see Adding a Document File Later).

    • Add as new version: Files the file in the currently opened object. This option is only offered when the object view is open and the opened object already has a document file (see Replace document file).

    • General filing location: Files the file in the main folder (root) of the yuuvis® RAD filing system. The document file can still be moved to a different filing location later on (see Moving Document Files).

  3. Click the button for the desired filing location.

    If you click either Add document file or Replace document file, then a new version with the new document file is created from the selected object. This completes the filing process.

    If you click either General filing location or Add to the context, the in-tray appears. A duplicate check is carried out (see Duplicate Check).

  4. Select the desired object type in the list of permitted object types in the in-tray.

    If you have assigned an incorrect object type to an object in the in-tray, this error cannot be corrected in the in-tray. Download the document to your local workstation using the Download document file icon Download document file function in the header of the filing area. Then delete the document in the in-tray using the Recycle bin iconRecycle bin function in the header of the filing area and drag and drop or copy and paste the downloaded document back to the desired filing location. Now you can assign the correct object type to the document.

    The metadata area opens.

  5. Enter the corresponding metadata in the metadata area.

    Mandatory fields are indicated by an asterisk.

    Metadata fields that are prepopulated by the object type definition are indicated by a df. Fields that are marked with an ex extract the metadata from the metadata of the document file (see Prepopulated Metadata Fields). The Metadata section describes your options for maintaining metadata in yuuvis® RAD (see Editing Metadata).

  6. Exit the creation process by clicking File or File and open.

The document file is filed in the yuuvis® RAD filing system.

  1. Copy the document you want to create in the yuuvis® RAD filing system to the Windows clipboard using the keyboard shortcut Ctrl+C.

    Alternatively, you can copy a screenshot to the Windows clipboard using the Print keyboard shortcut.

  2. Go to yuuvis® RAD client and paste the document copied to the Windows clipboard using the keyboard shortcut Ctrl+V.

    The Upload file(s) filing menu appears.

  3. You will see several different filing destinations, depending on the context:

    • Create in <name of tree item>: Files and indexes the file in the currently opened folder. This option is only offered when the folder view is open (see The Folder View).

    • Add document file: Files the file in the currently opened object. This option is only offered when the object view is open and the opened object does not have a document file yet (see Adding a Document File Later).

    • Add as new version: Files the file in the currently opened object. This option is only offered when the object view is open and the opened object already has a document file (see Replace document file).

    • General filing location: Files the file in the main folder (root) of the yuuvis® RAD filing system. The document file can still be moved to a different filing location later on (see Moving Document Files).

  4. Click the button for the desired filing location.

    If you click either Add document file or Replace document file, then a new version with the new document file is created from the selected object. This completes the filing process.

    If you click either General filing location or Add to the context, the in-tray appears. A duplicate check is carried out (see Duplicate Check).

  5. Select the desired object type in the list of permitted object types in the in-tray.

    If you have assigned an incorrect object type to an object in the in-tray, this error cannot be corrected in the in-tray. Download the document to your local workstation using the Download document file icon Download document file function in the header of the filing area. Then delete the document in the in-tray using the Recycle bin iconRecycle bin function in the header of the filing area and drag and drop or copy and paste the downloaded document back to the desired filing location. Now you can assign the correct object type to the document.

    The metadata area opens.

  6. Enter the corresponding metadata in the metadata area.

    Mandatory fields are indicated by an asterisk.

    Metadata fields that are prepopulated by the object type definition are indicated by a df. Fields that are marked with an ex extract the metadata from the metadata of the document file (see Prepopulated Metadata Fields). The Metadata section describes your options for maintaining metadata in yuuvis® RAD (see Editing Metadata).

  7. Exit the creation process by clicking File or File and open.

The document file is filed in the yuuvis® RAD filing system.

You cannot change a document file after it was created.