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Getting started with storing and saving documents

Use the Storage feature to save files in your d.3 repository.

Suppose you would like to save a locally saved file in your repository.

This is how it works

  1. Click or tap Storage on the start page.

  2. In the start section Store in, you can specify a file using Browse and select a category, in which you want to save the file in the d.3 repository.

  3. You can specify the properties in the Advanced perspectives which are valid only for this category.

  4. If your category contains multi-values, enter the values in the Multi-value perspective.

  5. You can specify the common, system-specific properties in the Common perspective.

  6. Confirm saving the item with Save.

Once you have successfully saved the item, you can use the context action Save new document to directly save an additional item in the repository. To display the saved item once the storage process is finished, use the context action Show document. This context action is used to display the detail section with the perspectives of the document.

Characteristics about the document number

The document number is a common property available for any document. If you store a document which already exists in a d.3 repository, you can enter the document number to match the document. You can identify an already existing document in the repository by using the document number in order to update the existing document or to create a new version of the document. If there is already a document existing in the same category with the identical document number and variant number, you switch to the update mode. Once you switch, the properties of the existing document are already specified and displayed. If you have already entered changed the properties, the values are discarded.

Each document has a certain status. If the existing document is in the status Release or Archive, you create a new version of the document with Save. The existing document is replaced if it is available in the status Processing and Verification.