Placing Files Directly Into Folders When Uploading/Attaching

Question:

Can I place a file directly into a Catalog folder when I attach the file to my document or upload it to the Catalog Dashboard?

Answer:

You can drag-and-drop a file directly into a folder when uploading to the Catalog Dashboard or the Files part on the Project Dashboard. To get a file into a folder on the Attachments tab of a document, you’ll need to indicate the folder after you drag-and-drop the file onto the document (unless a rule has already been set up to add the file directly into a folder).

Upload to File Part:

1. Select the appropriate folder.
2. Drag-and-drop the file onto the file section.
   
3. The file will be in the selected folder.
   

Attach to Document:

1. Drag-and-drop the file onto the Attachments tab on a document.
   
2. In the In field, begin typing the first letters of the folder name until it appears, then select it.
   
   Note: if the In field does not appear, it will need to be made visible through the UI Configuration tool.  Talk to your System Administrator or send an email to support@spitfiremanagement.com for this configuration.
3. The attached file will be in the selected folder.
   

Note:

It is also possible to set up FileCatalogConfig KBA-01265: Overview of the FileCatalogConfig Rules| DefaultFolder  and DefaultFolder:subtype rules if files attached to specific Doc types should always be added to a specific folder, by default.  Examples: