Creating a Document from a File

The Create a document from a file option allows the user to upload an existing file using the Smart Document feature and take advantage of all of the Smart Document features.

Warning: By default, the largest file/document that SharePoint allows the user to upload is approximately 30 MB. To allow upload of a file or a document larger than 30 MB, the system administrator needs to reconfigure the default settings. For more information, the system administrator should refer to the Best Practices section of the NextDocs Administration Guide for detailed instructions.
Tip: If the document group selected is not configured for auto-naming, the document name will default to the name of the file being uploaded.

To create a document from a file:

  1. Access the library.
  2. Open the Document ribbon by clicking on Documents under the Library Tools tab.
  3. Select Smart Document from the New Document menu in the New group on the Document ribbon.
  4. Click on the radio button Create document from file in the Document Source section. The system displays a Browse button to browse and select a file to upload.
  5. Click Browse to locate and select a document.
  6. Click Open. The system will display the name and the size of the file selected and indicates that the upload is complete.

  7. Select a domain from the Domain Name menu.
  8. Select a group from the Group Name menu.
  9. Select an artifact from the Artifact Name menu.
  10. Select or enter the Additional Document Metadata.
  11. Select the completion option.
  12. Click Submit.
CAUTION:
If the user does not select a document to upload, the system will prompt with a reminder upon submission.