Document Actions
5.
Setting the Target
Up one level
The target for each file must be specified before the file or any metadata may be uploaded. This is done in the Set Target dialog, which looks quite similar to the dialogs in the Go-Between. When first opened, this shows the Areas at the root of the site. These may be expanded and the user may navigate down to the location they wish.
The Set Target dialog will display the following content types:
- DMS Area
- KMS Area
- Entity
- Section
- Folder
- Engagement
- File
- Image
Files may be saved to Sections, KMS Areas and Folders.
Users must specify the target object type when specifying the target location, as Quick Upload must create the object when the file is uploaded. Within a DMS the object type may be: Engagement, File or Image. Within a KMS, it may be File or Image. Quick Upload will default to Engagement for CaseWare client files and to Image for .jpg, .gif, .tiff and other such image format files.
Within a DMS, the file may be saved to a Section. Within a KMS, the file may be saved to a KMS Area or Folder.
Users may specify to keep the local copy, in which case the file will not be deleted from the local file system/network once uploaded. This is unchecked by default and is not recommended, as it leads to versioning problems if there are multiple copies of any given file. Normally, once a file is uploaded, Quick Upload will check the file size and hash value on the server to ensure it was uploaded without any bits being altered, and will then delete the local copy.
The target location for a file may be changed at any time. If the file has already been uploaded, this will upload it to the new location as well; it will not delete it on the server from previous target locations. This should only be done where users wish for the file to appear multiple times on the server. Otherwise, users should use a web browser to delete any copies of the file uploaded in error.
As well, users may add the same file twice to the list of files to be uploaded. This is not advised and users will be given a warning when doing this. It is possible, though, to do this where users wish to upload a file to two different locations. Doing this, users should specify to not delete the local copy, or the second upload of the file will fail.