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Introduction
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Quick Upload is a tool to move files from client computers and network locations to the central OpenEngagement server, or to initialize the DMS by, when uploading files, also creating the site structure to be used by the DMS. That is, users may optionally use Quick Upload to create the initial collection of Areas, Entities and Sections within the site. Alternatively, firms may define their site structure using the web browser interface and may use Quick Upload simply to move files into the DMS and KMS.
Content may be moved to either the DMS or KMS. This will likely be done by each firm only one or two times, when first using OpenEngagement. Quick Upload, though, may also be used to send scanned images to the server as they are created, so some firms may continue to use Quick Upload for this purpose.
Quick Upload is installed generally on a subset of the computers where the Go-Between is installed. That is, it is not likely installed on the same computer where the server is installed, though on some networks this may be possible, and it is not likely installed on all computers where the Go-Between is installed. As it is used to move files from office computers and laptops to the server, it would usually be installed where the files are. However, using Quick Upload requires the use of user accounts with full or almost full access permissions to the DMS and KMS. Firms, therefore, may not wish to have every staff member using Quick Upload. Some firms may temporarily give most staff full access to the DMS and KMS, or may assign a certain set of users to perform the Quick Upload operations. The latter is generally the best option, as it ensures the files are uploaded in a consistent manner, with respect to where they are placed and what metadata is assigned.
Quick Upload will often take some time to run, particularly if there are hundreds or thousands of files to upload. In the case where there are many thousands of files, users may wish to leave the application running overnight, once the target locations and metadata have been specified for the files.
Quick Upload works by allowing users to specify which files are to be sent to the OpenEngagement server, their target location within the DMS and, optionally, what metadata is to be associated with each file in the CMS. Quick Upload will begin uploading files as soon as the target locations are set, even if the metadata has not yet been set. This allows it to work in the background while users continue to specify what it will upload, to where, and with what metadata.
Users may add files one at a time, may drag and drop multiple files into the interface, or may specify to upload entire folders using the Initialize Site feature.