CMS

Uploading documents

Upload files, choose categories, bring in whole folders.

Anyone with the Full permission in at least one category may upload. Any file is allowed – PDFs, Office files, images, videos. How large a file may be depends on your plan – from 100 MB on Free up to 1 GB (see Plans); the limit is shown in the dialog. Once your plan's storage is full, further uploads are refused.

Uploading one or more files

Start the upload

Click Upload at the top left. If you are currently in a category, it is already selected in the next step.

Choose files

Drag the files into the Drag files here area, or click into it to select them.

Each file gets a Name – if you leave it empty, the file name is used. Under Change note you can record what is new; it applies to all files in this upload. Click Next.

Choose categories

Choose one or more categories, at different levels if you like. Who may see the document follows from the categories – you do not need to set anything else for that.

Upload

Click Upload. The progress is shown; Cancel upload stops it, and Retry the failed ones repeats individual failures.

The quickest way is without the dialog: drag files straight onto the open category in Documents. You will then see Drop to upload to …. If the category is still empty, Upload files in the middle of the screen also starts the upload.

What happens to identical files

DDM recognises whether it already knows a file:

You upload …Result
exactly the same file againis skipped (Unchanged)
a changed file with the same name into the same categorybecomes a New version of the document
the same file into a different categorybecomes a document of its own

Administrators set how many old versions DDM keeps under Settings › Versioning – at most what your plan allows.

Uploading a whole folder

Drag a folder from Explorer or Finder into Documents. DDM then asks:

  • With folder structure – sub-folders become sub-categories.
  • Files only – all files end up in the category you dragged the folder onto.
Dragging a folder onto All documents creates new top-level categories. Only administrators may do that.

After uploading

New documents have the status your organisation sets for uploads – often Draft. Whether they may be shared – sent, opened in other apps, downloaded – is also set by your organisation; by default they may. You change it per document on the Access tab with Sharing allowed, see Sharing.

For cards and lists, DDM makes a thumbnail of pictures, PDFs, Office files and films – for a film, a still about a second in. It does so for films up to 1 GB and for other files up to 64 MB. A larger file shows its file type's icon.

If Distribute only after approval is switched on under Settings › Approval & retention (it is by default), readers only see a document in the app once it has been approved. To get there, submit it – see Approvals.