Uploading a new document from the Browse tab

Note:

This topic relates to the Cross-platform MS Office Add-in. For details on using the Office (Win) Add-in, see Office (Win) Add-in.

Note:

This procedure has the same end effect as saving a new draft or issue of a document that already exists on your Cognidox server, but there are a couple of extra steps.

If you create a new document using Word, PowerPoint or Excel on your computer (without downloading it from Cognidox), or you want to upload a document that you have received (as an email attachment for example), you can upload it to Cognidox as follows:

  1. Make your changes in your local copy of the document and save them.

  2. Use the Browse tab to locate the category where you want to upload the document.

  3. Click the menu button next to the category and choose New > Document.

    The Create new document dialog will be displayed.

  4. Enter the CognidoxTitle and select a Category.

  5. Click OK. The document part number will be created in Cognidox. It will automatically be highlighted in the Browse tab.

  6. Click the menu button next to the part number in the Browse tab and choose Upload > Draft or Upload > Issue from the context menu.

  7. Enter a comment in the Upload document dialog and click Upload.

When the upload is complete, the Info tab will display the current status of this document inside Cognidox.

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