In e-manage|ONE there are technically (4) different multiple ways to attach a document to a Company, Project and/or Contact record in which we will explore below: Save As . Some of the methods require you to have the file saved somewhere on your computer. However, there is a method to save documents without saving to your computer with the intention of freeing up your hard drive space and keeping everything in the “cloud”. Sometimes it can just be a matter of user preference!
Method 1: “Save As” to e-manageONE Upload to Record
This is the most frequently used method as it is the most universal way to attach a document in e-manage and the quickest way. . This method does not require you to have it saved somewhere on your machine.
Open the Document
File > Save As
Save the document to the "e-manage One Upload to Record" file
This is the file path you will always upload the document into so we suggest pinning it to your "Favorites" or "Quick Access" by locating this file path in your "Documents" and right clicking to "Pin"
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After you select Save you will get an Uploader window that pops up in the lower right corner so you can select your Open Window, Document Type and
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Upload Document
Open Windows : e-manage recognizes what windows you have open so at this point if you do not have the record open (Project, Company Record, etc.) you want to upload to just open it in e-manage then follow the steps above.
Commit To: This will auto-assign based off what open window you selected.
Document Type: You must always select a Document Type. If you do not see a Document Type that fits appropriately you will need to see your Administrator to add a Doc Type in the Drop Down List Setup.
Sec Level: Based off of your rights you may have the option to change the security level here otherwise leaving it at Low will give every user the ability to see the uploaded document.
Retention Date: You have to be granted the appropriate rights to adjust this drop down but if you do have the rights you can set a retention date and permanently delete documents based off their Retention Dates. See Deleting Documents with Expired Retention Dates for more info.
Use For All Shown Docs: This allows you to upload several docs at one time. Keep in mind when using this button it will upload all documents to the same project and the same Document Type.
The uploader window will disappear on its own once the documents have successfully uploaded into e-manage
Method 2: Drag and Drop Method File
If the document is already saved somewhere on your machine you can drag and drop the file into the "e-manage One Upload to Record" file
Keep in mind this will remove the file from where it was originally saved and move it into e-manage
Follow Steps 4-5 above after dragging and dropping file to continue to Upload into e-manage
Method 3: Right Click Method > Send To
If the document is already saved somewhere on your machine you can also Right Click on the document and "Send to e-manage One Upload to Record"
Follow Step 4-5 above after selecting this option
Method 4: Attach Document(s) From Disk The least chosen method but some users prefer to browse for a document. Follow the instructions in the following section to use this method: Attach Document(s) from Disk from PC Directly in Project
This method requires you to have the file saved somewhere on your computer so it is likely the most least used method but very simple to do and really just a matter of user preference!
Simply open your project and select the “Attach Document(s)” button on the top Actions toolbar.
Select the “Document Type” from the drop down. Select the “Security Level” if necessary.
Select the “Add Document” button to browse for applicable document(s) from your computer files.
Select “Save” (Note: If you have multiple documents in this window, all of the documents will be uploaded to the “Document Type” chosen so if you need to assign multiple Document Types you need to upload one at a time. However, you can navigate to your Documents and flip the Document Type if necessary).
