Uploading Documents¶
Add documents to infoRouter by uploading files from your computer.
How to Upload Documents¶
Method 1: New Menu¶
- Navigate to the destination folder
- Click New in the menu bar
- Select Upload
- Click Browse to select files
- Optionally set document properties
- Click Upload
Method 2: Drag and Drop¶
- Navigate to the destination folder
- Drag files from your computer
- Drop them into the documents panel
Upload Options¶
| Option | Description |
|---|---|
| Document Name | Display name (defaults to filename) |
| Description | Optional document description |
| Document Type | Category (Invoice, Report, etc.) |
| Keywords | Search keywords |
| Custom Properties | Metadata fields |
Supported File Types¶
infoRouter supports virtually all file types:
| Category | Examples |
|---|---|
| Office | .docx, .xlsx, .pptx |
| Images | .jpg, .png, .gif |
| Text | .txt, .rtf |
| Archives | .zip, .rar |
File Size Limits¶
Size Restrictions
Maximum file size is determined by system settings. Contact your administrator if you encounter size limits.
Permissions Required¶
| Permission | Can Upload |
|---|---|
| Add | Yes |
| Add & Read | Yes |
| Change | Yes |
| Full Control | Yes |
| Read only | No |
After Upload¶
Uploaded documents:
- Appear in the destination folder
- Can be viewed immediately
- Inherit folder security settings
- Are indexed for search
Alternative Upload Methods¶
| Method | Description |
|---|---|
| Office Add-in | Save directly from Office apps |
| Hot Folders | Automatic batch import |
| Scan Station | Scan and upload |
| WebDAV | Save via mapped drive |