Import a document

You should import documents into Upchain early in the documents' lifecycle for several reasons:

• It enables your team members to view and collaborate with you on the contents of the documents.
• The documents can be linked to specific items and BOMs which update as the items/BOMs update.
• All changes to the documents are tracked in the cloud.

All documents must be uploaded into a document category. By default, all projects begin with a General documents category so that you have something into which you may upload documents. However, your Tenant Administrator may configure additional document categories to provide more organization.

Import a document using the Upchain ribbon

1. Open the Office document that you want to import.

2. Open the Upchain tab in the Office ribbon.

3. Click Toggle Pane in the Upchain ribbon.

   The Upchain plugin opens.

4. Select the desired project from the context selector.

5. Click Import Into Project in the Upchain ribbon.

Once uploaded, there are several things to note:

• The document is imported into your chosen project into the General documents category.
• The document numbering rules set for the General documents category are applied.
• The document is in a draft state, starting at version one (1), with no revision level set.

Import a document using the plugin

1. Open the Office document that you want to import.

2. Open the Upchain tab in the Office ribbon.

3. Click Toggle Pane in the Upchain ribbon.

   The Upchain plugin opens.

4. Select the desired project from the context selector.

5. Open the Documents view () in the menu bar.

6. Expand the document tree until you locate the desired document category or sub-folder.

7. Right-click the desired document category or sub-folder and select Import document.

Once uploaded, there are several things to note:

• The document is imported into your chosen document category in the selected project.
• The document numbering rules set for the chosen document category are applied.
• The document is in a draft state, starting at version one (1), with no revision level set.

Create a folder in a document category

Folders are useful for providing more granular organization of your Upchain documents within each document category. You may create new folders directly from the Documents view.

1. Select the desired project from context selector.

2. Open the Documents view () in the menu bar.

3. Expand the documents tree.

4. Right-click the desired document category and select New Folder.

   The New folder name window opens.

5. Enter a name for the new folder.

6. Click OK.

The new folder is created under your chosen document category in the chosen project.