Adding Documents to the Plex Document Control System (DCS)

The Plex Document Control System (DCS) provides several methods for adding documents to ensure efficient document management. Below are the primary ways to add documents, along with brief descriptions of each method.

1. Upload File

To upload a single document:

• Access the DCS screen and navigate to the desired folder.
• Click on "Add" and select "Upload File."
• You can either drag and drop the file into the designated area or browse your machine to select the file.
• After the upload, specify the document properties and click OK.

2. Scan Document

To add a scanned document:

• Access the DCS screen and navigate to the desired location.
• Click on "Add" and select "Scan Document."
• Specify the scanner settings and click "Scan" to capture the document.
• Review the scanned image, adjust properties as needed, and click OK to save.

3. Add Folder

To create a new folder:

• Access the DCS screen and navigate to the desired location.
• Click on "Add" and select "Add Folder."
• Specify the folder properties and click OK to create the folder.

4. Point To File on Local Network/PC

To reference a file on your local network or PC:

• Access the DCS screen and navigate to the desired folder.
• Click on "Add" and select "Point To File on Local Network/PC."
• Choose the file from your storage system and specify the document properties before clicking OK.

5. Refer To Existing Document

To create a reference to an existing document:

• Access the DCS screen and navigate to the desired folder.
• Click on "Add" and select "Refer To Existing Document."
• Use the Document Picker to find and select the document, then click "Choose Document" to create the reference.

6. Create From Existing Document

To create a new document based on an existing one:

• Access the DCS screen and navigate to the desired location.
• Click on "Add" and select "Create From Existing Document."
• Choose the document or folder you want to base the new record on, adjust properties if necessary, and click OK.

7. Web Address

To store a shortcut to a website:

• Access the DCS screen and navigate to the desired folder.
• Click on "Add" and select "Web Address."
• Enter a name for the document and the web address, then specify additional properties before clicking OK.