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Uploading Documents

Documents are added to Process Director database by uploading them from your PC. To add a new document, navigate to the appropriate folder on Process Director where the document should be added. Select the Create New hotlink and choose the Document / File entry. A user must have Modify permission to the parent folder to add the new document. If a user does not have the appropriate permission, the Create New hotlink will not appear.

The optional BP Logix Plug-in makes uploading documents easier and is also needed to have the ability to do a “Check Out and Edit” of the document allowing it to automatically open in the editor specified for that file type. For more information about the BP Logix Plug-in and why you would want to provide this to your users, refer to the chapter named BP Logix Plug-in in this document.

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