66.1 Adding Documents to Libraries

After you set up one or more libraries, users can add new documents to any library to which they have rights. They can also import existing documents into the GroupWise DMS system.

66.1.1 Creating New Documents in the GroupWise Client

  1. Click File > New > Document.

  2. Select the program you want to use to create the document, select the library where you want to store the document, then click OK.

  3. In the New Document dialog box, type a brief description of the document.

  4. Select Open Document Now to open the selected application, then click OK to create the new document.

66.1.2 Importing Existing Documents into the GroupWise DMS System

Some users might have existing documents that they want to manage by adding them to a GroupWise library.

To import documents using the GroupWise client:

  1. Click File > Import/Export > Import Documents.

  2. Click Add Individual Documents, browse to and select the documents to add, then click OK.

    or

    Click Add Entire Directory, browse to and select a folder containing documents to import, then click OK.

66.1.3 Managing Groups of Documents

As users add documents and your GroupWise DMS system grows, your librarians might need to assist users in managing large groups of documents. If you have not yet assigned librarians to your GroupWise libraries, see Section 64.4.2, Adding and Training Librarians.

To manage large groups of documents in the GroupWise client:

  1. Ensure that you are in Online mode.

    The Mass Document Operations feature is not available in Caching mode or Remote mode.

  2. Click Tools > Mass Document Operations.

  3. Select the operation to perform on the group of documents:

    • Change properties

    • Move

    • Delete

    • Change sharing

    • Copy

  4. Select the method for identifying the group of documents to perform the operation on:

    • Use Find/Advanced Find to select documents

    • Use Find by Example to select documents

    • Use currently selected documents

    • Use documents listed in a file.