DocPress

How to add documents to the Document Hub

61 views July 10, 2018 July 16, 2018 Leandi Kolver 0

What is the Document Hub?

The Document Hub is a file storage service in Kurtosys that is designed specifically to store and manage the private and public financial documents that will be made available in your website Fund Tools e.g. Factsheets, KIIDs and Statements. The Document Hub allows you to upload and replace documents, tag individual documents with meta data and search for documents using our powerful search tool and saved search filters.

The Document Hub is found under DocPress in Kurtosys.

How to upload documents into the Document Hub

 

 

The Document Hub makes uploading documents simple with our easy to use Upload tool. Our Upload tool can handle up to 100 documents at a time.

Navigate to DocPress > Document Hub and select the Upload button. This will open the Upload Documents tool.

Within the Upload Documents tool you can begin the upload process in a number of ways:

1. Add documents first

You can either drag and drop the document/s you want in the window or browse and select them by choosing Select Documents. This should not be a zipped file, rather select multiple documents from your desktop.

Once the documents have been ‘dropped’ or selected they will be added into the Upload grid where you will be prompted to add meta data as tags against the individual documents.

There are 3 default meta data types that are mandatory:

  • File Name – generated automatically
  • Document Title
  • Document Culture

If you wish to add additional meta e.g. Fund Name, ISIN or Document Type you will need to ensure that additional Document Meta has been set up in the Data Dictionary. Once set up, these will be made available to fill in your Upload grid.

Fill in the meta values for all documents. If you require the same value across documents you can drag the value down the column to copy it into each field.

Once you have added all your meta values, select Upload. You will then be able to monitor the status of each document upload.

Once complete you can close the Upload Window and search for your new documents in your Document Hub.

2. Add meta data first

You can also start by adding your meta data first.

Select the Download manifest template link. This will automatically download an excel spreadsheet onto your desktop with guidelines on how to fill in the spreadsheet.

The excel spreadsheet will display column headings for the meta data required for each document.

You can fill in the values for each document you wish to upload either manually or create an automated process for a large number of document. It is important to ensure that the file name of the documents is accurate.

Once complete, select Add Manifest and browse to the updated manifest file. It is important to note that you cannot drag and drop the manifest file into the upload window as the system will treat it as a single document to be stored.

Once added, you will be presented with a filled in Upload grid.

The next step is to add the actual documents described in the grid. Either drag and drop the documents onto the grid or browse and select them by choosing Add Documents. Documents will match on file name. If no match is found, this will be treated as a brand new document with blank meta fields.

Once you have added all your documents, select Upload. You will them be able to monitor the status of each document upload.

Once complete you can close the Upload Window and search for your new documents in the Document Hub.

How to add linked Documents into the Document Hub

 

 

The Document Hub makes uploading linked documents simple with our easy to use Upload tool. Our Upload tool can handle up to 100 documents at a time.

Navigate to DocPress > Document Hub and select the Upload button.

This will open the Upload Documents tool where you can begin the process in a number of ways:

1. Add links first

To begin the process choose Add Links in the Upload window.

This will open the Upload grid where you will be prompted to add the link and fill in the required meta data as tags against the individual documents. To add multiple entries, select Add Link in the blue bar.

There are 3 default meta data types that are mandatory:

  • File Name – generated automatically
  • Document Title
  • Document Culture

If you wish to add additional meta e.g. Fund Name, ISIN or Document Type you will need to ensure that additional Document Meta has been set up in the Data Dictionary. Once set up, these will be made available to fill in your Upload grid.

Fill in the meta values for all documents.

If you require the same value across documents you can drag the value down the column to copy it in each field.

Once you have added all your links and meta values, select Upload. You will them be able to monitor the status of applying each link to the Document Hub.

Once complete you can close the Upload Window and search for your new documents links in the Document Hub.

2. Upload a Manifest file

You can also start by adding your links and meta data in manifest format.

Select the Download manifest template link. This will automatically download an excel spreadsheet onto your desktop.

The excel spreadsheet will display column headings for the meta data required for each document.

You can fill in the links and meta values for each document you wish to upload, either manually or create an automated process for a large number of document.

Once complete, select Add Manifest and browse to the updated manifest file. It is important to note that you cannot drag and drop the manifest file into the upload window as the system will treat it as a single document to be stored.

Once added, you will be presented with a filled in Upload grid complete with document links.

Select Upload. You will then be able to monitor the status of applying each link to the Document Hub.

Once complete you can close the Upload Window and search for your new documents links in the Document Hub.

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