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To add a document from the import of a .zip file with the help of a wizard, click on the arrow next to the  button and click on the Create document using wizard option.
On the creation wizard that will be opened, click on the Import ZIP option. At this point, the following steps will be available:
First steps
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Field
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ZIP file upload
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Add a .zip file from which the document will be created. To do that, drag and drop it into the indicated area or use the link to select it. After including the file, the options that allow you to reset (select another) file or remove the selected file will be displayed.
Note that only files with a .zip extension are compatible with this feature, that is, files with a .rar extension, for example, may not be used.
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Category
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In this panel, locate and select, in the displayed hierarchy, the category that will classify the document being created. It is important to point out that the file type configured in the selected category must be "Complex" and that it is required for the logged user to have the Add control enabled in the security list.
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Use the Next button at the bottom of the wizard to access the next step in which it is located.
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Attribute
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This step will only be displayed if at least one attribute is associated in the Attribute tab on the data screen of the category selected in the first step. In that case, enter the values of the displayed attributes. Those that are required must, mandatorily, have their values filled, while the blocked attributes will be filled by the system with the default value defined when associating them with the category.
The way to fill out an attribute varies according to the configurations established when registering it. If an attribute is used by the identification mask applied to the document, make sure it is properly filled out.
Use the Next button at the bottom of the wizard to access the next step in which it is located.
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Document data
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Field
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ID #
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Enter a number or code to identify the document or use the arrow next to this field to generate an automatic ID #.
If the identification mask use has been configured in the category, when the automatic ID # is generated, the corresponding mask will be displayed. The ID # generated through the mask can only be edited if the "Enable generated ID # change" option is checked on the category data screen.
It will only be possible to use the same document ID # in different categories if the corresponding option is checked in the Document tab of the general parameters.
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Language
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Select the language of the electronic files of the document. Thus, it will be possible to link the same documents in different languages, allowing the user to associate them and revise them together, when necessary.
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Title
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Displays the name of the .zip file selected in the first step, and it is possible to edit it. In this case, enter a name/title for the document or, if the use of identification mask for the title has been configured in the category, use the arrow located next to this field to automatically generate the title.
The title generated through the mask can only be edited if the "Enable title change" option is checked on the data screen of the category.
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Responsible for the document
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Displays the data of the logged user, that is, of the user who is creating the document, and it can only be edited if the "Block record user editing" is not checked in the Security  Document section, in the Details tab of the document category.
If the editing is unlocked, use the buttons located next to the field to select another user to be responsible for the document or to clear the filled-in field.
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Revision*
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If the revision ID # has been defined to be "Numeric" or "Text", this field will display the number/letter that corresponds to the current revision of the document. If the revision ID # is "Customized", enter an ID # for the current revision of the document.
If the "Enable ID # changes of revisions in the draft step" option is checked, the user can edit this field.
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Date
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This field can only be filled out if the "Disable creation of released documents in the system" is not checked in the category. In this case, enter the validity date of the document/revision.
If this field is not filled out, the document will be created under issue.
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Summary
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Describe the document that is being created.
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Use the Next button at the bottom of the wizard to access the next step in which it is located.
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Electronic file
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In this step, the system will automatically try to identify the complex file container folder to which the file will be destined. To do that, the name of the folder in the .zip will be compared to the ID # of the complex file container folder. The name of the folder to which the file will be destined will be displayed on the field of the To column. Use the buttons displayed next to the "To" column field to select the container folder in which the file must be stored, add a new folder in the complex file container and clear the field.
Click on the Finish button to finish the document creation.
▪Use the Previous button at the bottom of the screen to return to a previous step of creating the document to make the necessary edits. This operation can also be performed by clicking on the name of the step on the side panel of the wizard. ▪Use the Cancel button at the bottom of the screen to exit the document creation wizard. Note that all the data entered up to then will be lost. To perform this operation effectively, it is necessary to confirm the question asked by the system. |
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Summary
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In this step, an overview of the document creation will be presented. Through the Document data option, it is possible to access the created document data screen to perform the necessary edits. Refer to the Editing documents section for a detailed description of the other fields on the document data screen.
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Click on the Close option to leave the creation wizard.
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