MOVING
A FOLDER OF DOCUMENTS INTO CONTENT MANAGER
This document provides instructions on how to save an entire folder of
documents into Content Manager.
To Move an Entire Folder of
Documents into Content Manager
1.
Locate the folder in your computer directory that you want to move into
Content Manager.
2. Reduce
the size of the directory listing showing your folder, so that it only takes up
half of your desktop. (Or you could move this folder to your desktop so that
the folder is available there.)
3. Open
Content Manager and reduce the size of the Content Manager window so that it
fits within the other half of your computer
desktop.
4.
At this point you should see the folder you are moving on one side of your
computer desktop, and the destination folder in Content Manager on the other
side:
5. Drag-and-drop
the folder from your computer directory into the destination folder in Content
Manager. In this example, GEN-11-36-22 is the destination folder.
a.
Note:
By default, CM will not present a separate data entry form for each document
being moved into CM. If you would like a separate data entry form presented for
each record go to the File dropdown menu in the upper left corner of CM.
Select
Options; then choose the Documents tab. Check the box that says,
“Display data
entry form when creating new records”. Doing this will present a separate
metadata entry form for each document being moved into CM so that you can alter
the title or destination folder for each document on an individual basis.
6. The
following document queue will appear. This is where the documents contained in
Folder XYZ will be staged before they are moved into Content Manager.
7.
Right-Click and select “Tag
All”.
8. To
move all tagged documents into Content Manager, right-click and select Check
In. A window appears that reports the movement of each document as it is
catalogued into the destination folder in Content Manager.
a.
This is the default behavior. However, if you selected the option
in 5a above, this is when you will instead be presented with an individual
metadata entry form for each document in sequence. By doing this, you can alter
the title or destination folder for each document individually.
9. Navigate
to the destination folder in Content Manager to visually confirm that all
documents are there. You will see that the title of each document now in
Content Manager reflects the title that was in place when the document was
listed in your computer’s file directory.
For further information
or assistance, email the Records Division at Borough.Records.Division@matsugov.us
or submit a Help Desk Ticket using the CM Assistance selection.