How to create documents in categories
To create a document associated to a category from the Folders area, first select the folder where you want to save the document, and then click "New document".
A window will pop up where you can select the category in which to create the document.
When you click OK, the details window of the selected category will open. You can enter the required details in this details window and then save the changes.
To create new documents from the Categories explorer, select the category in which to create the document and then click "New document".
The details window of the selected category will open. Here you can enter the data required to create the document and then save the changes.
When you click Save, R2 Docuo will ask you in which folder to save the document, select the folder from the folder tree in the Select folder window and then click OK to save the changes.
The document has been created in the selected category and folder.
In the case of categories with a default folder, the path will not be requested when you save, as it will already be defined by the category.
You can also assign documents to categories by uploading documents to the category or by importing data from a Microsoft Excel template.
Uploading documents to the category
From the Categories explorer view select the folder to which the documents will be assigned.
Clicking "Upload files" will open the file upload wizard. In this window you can enter the folder where the documents will be saved and then click "Add" to select the documents you want to upload.
When you click OK, documents will start to be uploaded into the selected category.
Importing data from a template
This option is only available for repository administrators.
R2 Docuo provides the option of creating documents by importing the value of the metadata from a template. When data is imported the document is created with the values of the metadata filled out but without the associated main file. Afterwards, it will be necessary to associate the main file to the document.
To create documents by importing from a template you will need to open the category's options menu with a right click of the mouse and select "Create data import template".
This action will create a Microsoft Excel file containing all the fields and attributes associated to the category. Data will be filled out in the template as it would be in any Microsoft Excel document, the file will be opened and once all the values have been filled in, the changes will be saved and the file closed.
The only exception concerns attributes which need to be filled in by separating the values with a semicolon.
After the template has been filled in, the categories menu is opened with a right click of the mouse on the category where the data will be imported to, and "Import data" is selected.
The file explorer window will open so you can select the template from which the data will be imported.
The documents will start to be uploaded to R2 Docuo. When finished, the results list will be updated and the created documents will be displayed.
All documents saved in R2 Docuo have the option to change category.
To make this change all you have to do is to open the document's options menu with a right click of the mouse and select "Assign category".
A window will pop up where you can select the category you want to assign to the document.
When you click OK, the document will change to the selected category.