Upload a .ZIP file

You can upload a .zip file and sort the individual files into folders:

1. Click Upload Zip in the Documents toolbar.

   A window opens.

2. Enter a description of the files in Default Description field.

3. Do one of the following:

   • Select the author of the document from the Default Author field.

   • To add a new author:

     1. Select the option below the Default Author field.

     2. Enter the author’s name in the field provided.

4. Select the Release Document Immediately check box to make this document immediately available to everyone.

   If you do not select the Release Document Immediately check box, the document version will only be visible to you. You can make the version visible to others by following the View Revision History procedures .

5. Select the Send email notifications? check box to send a notification to anyone who is a member of the folder to which you are adding the document.

   Selecting this check box toggles a list of all members on the entity, a list of subscribers, and email fields.

   To send notifications:

   1. Select the members to whom you want to send a notification from the Members of [Entity Name] column.

      Press and hold CTRL on your keyboard to select multiple values.

   2. Do one of the following:

      • Click > > to move the members into the Recipients column.

      • Click < < to return members to the Members of [Entity Name] column.

      The Subscribers column displays members who have subscribed to this folder. Subscribers are members who have asked to be notified when changes are made in the folder.

   3. Select the Use HTML in email? check box to allow the use of HTML code in your email message.

   4. Enter the title of the email in the Email Title field.

   5. Enter the email message in the Email Message field.

      If you selected the Use HTML in email? check box, you can use HTML code to format your email message in this field.

6. Click Browse.

   An Upload dialog box opens.

7. Select the file you want to upload.

8. Upload the file.

   The Upload dialog box closes. The file name appears next to the Browse.

9. Click Upload.

   The window closes. The Multiple Document Upload page opens, with a list of all the files contained in the .zip file.

10. Select the folder where you want the first document to be stored from the field in the Folder column.

11. Enter a description of the file in the Description in the Description column.

12. Select the file type from the field in the File Type column.

13. Do one of the following:

    • Select the author of the document from the field in the Author column.

    • To add a new author:

      1. Select the option below the Author field.

      2. Enter the author’s name in the field provided.

14. Select the check box in the Release Now? column to make this document immediately available to everyone.

15. Repeat steps 10-14 for the rest of the files on the Multiple Document Upload page.

16. Click Submit.

    A success message appears.

17. Click OK.

    You are returned to the Documents page.