Content Central User Basics 1

Content Central User Basics 1

This applies to Content Central v7.


Capture a Document Electronically


Using the ‘Capture New’ Page is one of the many methods to capture or import a document file to Content Central.

1. Login to your Content Central Link (URL) -
  • As Admin or member of the Administrator Group.
  • Or, as a user or member of a group with ADD permission to the configured Catalog and Document Type.
2. On the Dashboard or Welcome Page, click ‘Menu’ icon, found at the top left portion of the Title Bar of the website, to show the Menu Panel.


3. In the Menu Items, select ‘Capture New’, ‘Electronic’.

4. In the Capture Fields Panel, under Index Fields, select an option –
  • ‘Provide Now’
  • ‘Provide Later in the Coding Queue’
  • ‘Provide some now, some later’ Destination: ‘Your Queue’.
  • ‘Provide some now, some later’ Destination: ‘Shared Queue’.
5. In the Capture Fields Panel, select the ‘Catalog’ and ‘Document Type’ to add the document to. The Catalog and Document Type choices are pre-configured for Content Central. 

6. In the Capture Fields Panel, enter field values or document properties into the appropriate field text boxes. The Field Items for each Catalogs and Document Type are pre-configured in Content Central.

7. Click 'Choose File' to navigate to the document file to upload to Content Central from your computer.

8. Click ‘UPLOAD’.

9. Optionally. After uploading a PDF file, click to select from ‘PDF Action’. Click ‘GO’. The PDF Action Menu is going to show for PDF document files only.

10. Click ’CLOSE’ on 'File upload succeeded' prompt.

11. When selecting 'Provide Now' under 'Index Fields', the document successfully captured will be saved or stored in the Folder Browser > Selected ‘Catalog’ Folder based on the Folder Building Configuration of the Catalog and Document Type selected above.
  • When selecting ‘Provide... Later...’ under ‘Index Fields', the document successfully captured will be saved or stored in the Work Areas > Coding Queue temporarily.


View a Document in the Folder Browser

1. Login to your Content Central Link (URL) -

  • As Admin or member of the Administrator Group.
  • Or, as a user or member of a group with VIEW permission to the configured Catalog and Document Type.
2. On the Dashboard or Welcome Page, click ‘Menu’ icon, found at the top left portion of the Title Bar of the website, to show the Navigation Panel.

3. In the Menu Items, select ‘Folder Browser’.

4. On the ‘Folder Browser’ Page, all Catalogs Folders are showing.

5. Click on a folders under the Folder Browser and navigate through the Folders.
The Folder Structure under the Catalog Folder may be based on the ‘Folder Building’ Configuration for the specified Catalog and Document Type.


6. When the Document(s) are showing as Document Cards or as a List, click on a document for preview.

7. The document will preview in the ‘Document Preview’ area. The Field Values or Properties will show in the Properties Panel, found at the right side of the web page.

PDF document can be previewed in the ‘Document Preview’ area if a PDF Viewer plugin, extension, or add-on is enabled in the browser.  For Non-PDF documents, and other file format, with no plugin, extension, or add-on support in the browser, the ‘Document Preview’ area will show that it is NOT supported for preview.


View a Document in the Work Areas, ‘Coding Queue’

Coding Queue is a temporary location for documents. While document is in the Coding Queue, the document is not coded or assigned to a Catalog and document type, and therefore the document it will not be searchable.


1. Login to your Content Central Link (URL) -
  • As Admin or member of the Administrator Group.
  • Or, as a user or member of a group with ADD permission to the configured Catalog and Document Type.
2. On the Dashboard or Welcome Page, click ‘Menu’ icon, found at the top left portion of the Title Bar of the website, to show the Navigation Panel.

3. In the Menu Items, select ‘Work Areas’, ‘Coding Queue’.

4. On the ‘Coding Queue’ Page, all documents view-able for the users logged in will show.

5. When the Document(s) are showing as Document Cards or as a List, click on a document for preview.

6. The document will preview in the ‘Document Preview’ area. The Field Values or Properties will show in the Properties Panel, found at the right side of the web page.

7. In the ‘Properties’ Panel, select ‘Catalog’ and ‘Document Type’ to assign the document to. Enter the field values. The Catalog, Document Types and Fields are pre-configured in Content Central.

8. Optionally. Click ‘Commit’ to commit or assign the document to the ‘Catalog’ and ‘Document Type’. Wait for (green) ‘Committed’ text to show in the Properties Panel. The document will be removed from the Coding Queue, and sent to the Folder Browser > Catalog Folder.

IF the (green) ‘Committed’ text do not show, the updates are not saved. Verify any error or warning message(s) showing in the Properties Panel to correct the issue(s).


9. Optionally. Click ‘Update’ to apply the changes, but keeping the document in the Coding Queue. While document is in the Coding Queue, the document is not searchable.


Change Field Values or Document Properties

Fields Values or Document Properties can be viewed and modified or updated in the ‘Properties’ Panel.


1. Login to your Content Central Link (URL)
As Admin or member of the Administrator Group.
Or, as a user or member of a group with FIELD EDIT permission to the configured Catalog and Document Type.

2. On the Dashboard or Welcome Page, click ‘Menu’ icon, found at the top left portion of the Title Bar of the website, to show the Navigation Panel.

3. In the Menu Items, navigate to the document in the ‘Folder Browser’, Or any of the Work Areas like Approval Queue, Work Queue, Or from Power Search.

4. When the Document(s) are showing as Document Cards or as a List, click on a document for preview.

5. The document will preview in the ‘Document Preview’ area. The Field Values or Properties will show in the Properties Panel, found at the right side of the web page.

6. In the ‘Properties’ Panel, edit or update ‘Document Type’. The Properties panel will refresh to load the fields for the Document Type selected. Edit or update any of the ‘Field Values’. (Catalog can be modified based on a System Setting.)

7. Click ‘Commit’ to save changes. 

8. Wait for (green) ‘Committed’ text to show in the Properties Panel. (The newly committed document may be re-filed and renamed based on the new field values and the Folder and Filename Building.)

IF the (green) ‘Committed’ text do not show, the updates are not saved. Verify any error or warning message(s) showing in the Properties Panel to correct the issue(s).


BY CHARLOTTE KING


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