Document Actions
3.
Main User Interface
Up one level
Once logged in, users are presented with the main user interface, which consists primarily of a field listing each file the user has selected to upload and some information related to these files. Above this are the buttons related to the user actions: Init Site, Monitor, Add Files, Set Target, Set Metadata, Retry, Stop, Resume, Remove and Close. At the bottom is the progress summary information.
For each file, the user interface lists:
- Source - the location on the local drive/network of the file
- Target - the location within the DMS or KMS where the file will be sent
- Target Type - either Area, Entity, Section, Engagement, File, or Image
- Upload Progress - either Target Not Set, Period End Not Set, Pending, In Progress, Stopped, Failed or Completed
- Metadata Progress - either Target Not Set, Period End Not Set, Metadata Not Set, Pending, In Progress, Stopped, Failed or Completed
- Title
- Period End
- Description
- Keywords
- State/Visibility
- Local Roles
The last six columns are either blank or 'Set', indicating if each metadata field has been set for this file or not. In most cases, the metadata may be left undefined, but this interface makes it easier to track what metadata has and has not been set.