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Upload document

Upload document (Ingresar documento) adds a document through a four-step wizard. Use it when you need to classify a document correctly before it enters the repository.

The four steps

  1. Document — choose the file to upload.
  2. Classification — choose the repository, document group, and document type.
  3. Metadata — fill in the metadata form for the chosen type.
  4. Confirmation — review the document and confirm.

You can save a draft and continue later. Drafts appear in the Dashboard and in the Documents list.

Validation

The wizard validates the file and the metadata before it saves the document:

  • file type, MIME type, and size rules;
  • required metadata fields;
  • upload restrictions for your user, group, or department;
  • storage quota.

If a validation fails, the wizard explains what to fix.

Permissions

  • documento:crear — upload a new document.
  • documento:versionar — add a version to an existing document.
  • Upload restrictions and quotas can further narrow what you can upload.