Publish Documents in Internet Explorer

You can publish one or more documents to the DMS through the Working Files dashpart in Internet Explorer. If you select to publish multiple documents in one go, all documents are published to the same document pool(s), and linked to the same attributes. After you publish the documents, they are removed from your PC.

Prerequisite: Before you can publish documents in Internet Explorer, you must add them to your local working files folder. For information, see Add a File to your Working Files Folder.

To publish documents in Internet Explorer:

1. Navigate to the Personal Zone.
2. On the Working Files dashpart, select the check box of each document that you want to publish to the DMS.
   You can also drag and drop a file onto the dashpart to add it to your workingfiles folder. If the Working Files dashpart is not displayed in the Personal Zone, click to add it.
3. On the dashpart header, click .
4. On the Publish Document window, in the left pane, select one or more document pools to publish the documents to.
   You can only select document pools that have no child pools.
5. In the Select Attributes pane, do the following:
   • In the Select Entity field for any of the attribute types, enter the name of a record that you want to link the documents to. For example, if you select a document pool that is associated with the project attribute type, you can enter a project to link the documents to. This allows users to access the documents via the Documents tab on the project record.

     An asterisk (*) on an attribute type indicates that you must select at least one record.

   • If a selected document pool relates to drawing files, enter the details for the drawings that you are publishing, such as the received date, document date, document size, and document scale.
6. At the top of the Publish Document window, modify the document title and version number, if required.
   You cannot modify the document title or version number when you select to publish multiple documents in one go.
7. To add details and version comments to the document, do the following:
   1. Click the Details/Comments tab.
   2. In the Details field, enter some comments about the document.
   3. In the Version Comments field, enter some comments about the document version.
8. To share the documents with colleagues after you publish them, click the Share With tab to select who you want to share them with. For more information, see Share Documents When You Publish Them.
9. To add one or more actions to the documents, click the Actions tab.
   For example, you can add an action to follow up with a telephone call, or add an action to indicate that the documents require a review. You can add multiple actions to documents. For information on the available action fields, see Contents of the Action Add/Edit Screen.
10. When you are ready to publish the documents, click Publish.

You can also publish documents through the Local File Management feature in the Information Zone, and via the Documents tab of certain records, such as projects, enquiries, organizations, and contacts. When you publish a document from a record, such as a project, the record is automatically assigned as an attribute.