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Speaking of multiple posting...

Multiple posting is a feature that allows several documents and/or folders to be posted with a single action. Performed via drag-and-drop or with a ZIP file containing the folders or documents to be published.

Description files can be used in multiple publication. This file has information that will be used in the post and serves to reuse the same information for all documents. Such information may be:

  • File name (required field);
  • Description;
  • Keyword;
  • Additional comments;
  • Author;
  • Version/review description;
  • Expiration date.

When the folder has approvers, only the files posted directly to the folder will be sent for approval. The sub-folders and their files are not sent for approval, following the same concept of a common publication with approvers.

Tip!

For large volumes of documents, we recommend the use of Document taxonomy, which can help organize and sort files properly. Refer to the Document taxonomy page for more details.



Multiple publication without a description file


01. Go to the location where the folder will be created.

02. Select New and then Multiple publication.

03. In the next window, select Choose files, on the left side of the window, right below the file table.

04. Find and select the file compressed in ZIP format that contains the folders or documents to be posted.

The compressed file must contain fewer than 600 files or the documents will not be uploaded. It must also comply with the size limit set in the “Maximum web upload size” field of the Parameters resource in the Control Panel.

05. Click the Unzip  icon displayed next to the name of the file that was selected to display its contents.

06 In the Main column, select which files should be considered in the post.

At least one file needs to be selected as the main file.

07. Define other requested information.

Post directories
When checked, this option determines that the existing structure in the compressed file will be created in the document browsing when the multiple post is implemented.

Clear upload directory when publishing
When checked, it determines that the files located in the upload directory will be deleted once the multiple post is complete.

10. Click Next.

09. Enter information for all documents to be published.

Most of the information requested in this tab is common in all documents, so it can be checked in the Document properties documentation.

10. Click on Next.

11. Define the security criteria for the documents being posted.

For more information about the procedure, see Define security criteria for folder or for document

12. Click on Save.

After saving, the directory structure will be published on the platform.


Multiple publication with a description file


To perform this action, a description file must be created with DAT extension. Refer to Create description file to learn more about how to create description files.

01. Go to the location where the folder will be created.

02. Select New and then Multiple publication.

03. In the next window, select Choose files, on the left side of the window, right below the file table.

04. Find and select the file compressed in ZIP format that contains the folders or documents to be posted.

The compressed file must contain fewer than 600 files or the documents will not be uploaded. It must also comply with the size limit set in the “Maximum web upload size” field of the Parameters resource in the Control Panel.

05. Click the Unzip  icon displayed next to the name of the file that was selected to display its contents.

06 In the Main column, select which files should be considered in the post.

At least one file needs to be selected as the main file.

07. In the Description file column, select the description file for the postStep-by-step instructions

08. Define other requested information.

Post directories
When checked, this option determines that the existing structure in the compressed file will be created in the document browsing when the multiple post is implemented.

Clear upload directory when publishing
When checked, it determines that the files located in the upload directory will be deleted once the multiple post is complete.

09. Click Next.

10. Link the information defined in the description file to the information requested when posting documents.  See image

In addition to the types of information available, you can also use the Ignore option to keep the information in the column from being added to the respective document.

11. Click on Next.

12. Enter the other information requested.

If a description file is used, only the information not defined in the file can be configured. Such information will be valid for all documents to be published. Refer to the documentation Document properties for field details.

13. Click on Next.

14. Define the security criteria for the documents being posted.

For more information about the procedure, see Define security criteria for folder or for document

15. Click on Save.

After saving, the directory structure will be published on the platform.


Create description file


The description file is used when multiple documents are being posted, and each file has specific properties. This file must be created in a text editor of your choice and saved using the DAT extension (for example, description.dat) See image

Please note: 

  • The first value must always be the file name. If it is inside a folder, the directory path must be entered using “\”.
  • All columns must have tab spacing. If the user tries to separate the columns with the spacebar, the system will only consider the value in the same column.
  • Only the ‘name’ and ‘date’ fields are mandatory.
  • Each spacing (Tab) can be a new column of these types: description, keywords, additional comments, version/review description, version/review, expiration date, author, controlled copy property. Except for the first value (file name), there is no required order for the remaining columns, because they may be related on the screen as shown in the item Multiple posting with a description file.
  • The description file must not contain accents and/or special characters, as discussed in this FAQ.
  • There is no limitation on the number of characters for the name and description of new documents included via multiple posts using a description file.



Please note!

This documentation is valid as of the Lake (1.7.0) update. If you use a previous update, it may contain information different from what you see on your platform.