User Manual

The steps for importing files to are different from the steps described below. Click here to learn how to import files into .
 

1.Use the Framework Selection Button to select a framework.

2.Click Tools/Config:
 

3.Then select Import Documents:
 

4.In the Import External Documents wizard, you will be prompted to assign your document to a framework or the DMS. By default NovaCore will select the framework that is currently active. Make your selection and click the 'Next' Arrow.
 

5.A dialogue box will automatically open so that you can select the document you want to import. You can import more than one file by holding down your shift or control keys or you can add files one by one by clicking the Add Files button on the right hand side of your screen. Select the 'Next' Arrow to continue.

6.On the next screen (see below) you will be able to rename the document, change the revision number, select a classification (see Document Properties), assign a template if necessary and assign an approver for the document. (See Workflow for more information.)

7.Once you have made all the necessary changes click the 'Next' Arrow.

8.You will be presented with this screen. If you would like the assigned document approvers to be notified via email that there are documents waiting to be approved, tick the box next to Import with 'Waiting Approval' status and send 'Document Waiting Approval' email notifications. If you do not want this option to be enabled, leave the box unticked. Note that if you do not enable Import with 'Waiting Approval' status the document/s will be imported with the Newly Imported status.
 

9.Click the 'Next' Arrow and your documents will begin to import. Once they are imported, select Finish.

The steps for importing files to are different from the steps described below. Click here to learn how to import files into .

You can import documents into the Document Management System (DMS) in the same way as you import documents into frameworks (see above).
 

OR
 

You can import documents or folders by dragging and dropping as explained below:
 

1.Resize NovaCore and arrange your screen so that you can see NovaCore and your document/folder location at the same time.

2.Simply grab the document/folder and drag it into a folder in the DMS.
 

3.When you import multiple documents at once or an entire folder, this dialogue box will open up:
 

 
Select Yes if you want to apply templates, adjust the file name, apply classifications or define the version number of documents being imported. Select No if you want the documents to be imported as they are.
 
If you are importing a folder that contains multiple file types, you can specify which types to import. This is helpful if your folder contains many different file types and you only want, for example, to import Word documents. Any file type can be imported but only Word, Excel, PowerPoint, Publisher and PDF files can be filtered. To include any or all files tick 'Any File'.
 
If you are importing a folder, you will also have the option to import the root folder as a new DMS Library folder. Note that you will not have this option if you import files only or folders and files together.

4.When you have specified the import options, select OK. NovaCore will then take you through the Import External Documents wizard explained in the section above.