Difference between revisions of "Add document"

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'''Location: '''Archive - My tasklist
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{{warning|For both of below functionalities, all fields should be added manually. No recognition is performed.}}<br/>
  
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===Adding a file manually===
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Via the [[image:add.png|link=]] "Add document" button you can manually create a document. This button is located in the left sidebar of the archive view.
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<br/>{{note|More information on that left sidebar can be found [[Left_sidebar|here]].}}<br/>
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The functionality available when manually creating a document is the same as for invoices that need to be validated. More information can be viewed on the ''[[Validating_invoices|"Validation invoices"]]'' page.
  
You can create (add) a document, without scanning by selecting [[image:add.png|link=]] (Add document), located in the left part of the Archive view.
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===Adding a file via drag and drop===
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When in the archive, it's possible to upload files via drag and drop.<br/>
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Select files on your system and drag them to the 1Archive archive. A screen to indicate where the file(s) should be dropped is shown. Drop the files there.
 
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Fill in the <u>''[[Validating_invoices#Adding.2C_editing_header_invoice_data_in_the_document_view|header data]]''</u> of the invoice, as well as the <u>''[[Validating_invoices#Adding.2C_editing_and_deleting_posting_data_in_the_document_view|posting data]]''</u>, <u>''[[Validating_invoices#Handling_attachments_to_invoices|Attach the invoice image]]''</u>.
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<br/>[[image:File_upload_draganddrop.png|link=]]<br/>
 
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The function "Add document" is only available when you are in "My Tasklist".<br/>
 
All functions, as in <u>''[[Validating_invoices|validating invoices]]''</u> are available.
 
 
 
 
=== Add document via drag and drop ===
 
 
It is possible to add documents in a quick way to the archive, without field recognition
 
 
* Open the Archive view
 
* Drag files from your desktop and drop them in the browser window
 
* After dropping the files, you will get a confirmation dialog with the uploaded files
 
* When you click on OK, you will see the added documents appear in the archive with status "Create"
 
 
 
{{Info|All fields should be added manually.}}
 
  
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Once the files are dropped, they are uploaded to the system. A screen to show you the progress appears:
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<br/>[[image:File_upload_draganddrop_uploaded.png|link=]]<br/>
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Clicking ''"Ok"'' in that screen results in the file(s) being added into the archive.
  
{{Warning|Drag and drop functionality is only compatible with Google Chrome.}}
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<br/>{{info|Files uploaded via drag and drop have the same status as files which are added via [[image:add.png|link=]] "Add document".}}

Latest revision as of 09:22, 19 October 2016

Warning.png For both of below functionalities, all fields should be added manually. No recognition is performed.

1 Adding a file manually

Via the Add.png "Add document" button you can manually create a document. This button is located in the left sidebar of the archive view.


Note.png More information on that left sidebar can be found here.

The functionality available when manually creating a document is the same as for invoices that need to be validated. More information can be viewed on the "Validation invoices" page.

2 Adding a file via drag and drop

When in the archive, it's possible to upload files via drag and drop.
Select files on your system and drag them to the 1Archive archive. A screen to indicate where the file(s) should be dropped is shown. Drop the files there.

File upload draganddrop.png

Once the files are dropped, they are uploaded to the system. A screen to show you the progress appears:

File upload draganddrop uploaded.png

Clicking "Ok" in that screen results in the file(s) being added into the archive.


Info.png Files uploaded via drag and drop have the same status as files which are added via Add.png "Add document".