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Setting Up the Upload Action

The Upload action allows users of the portal to provide documents directly within the portal. This feature is particularly useful for quickly and easily transmitting files to the relevant parties without having to use external methods like email.

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To use this action, you need both Document Central and Document Central for Portals. While Document Central serves as the central document management system, Document Central for Portals acts as a connector between Document Central and the portal.

To set up the Upload action, follow these steps:

  1. Start as a Business Portals administrator in the role center.
  2. Open the dataset through the menu by selecting Portal Setup and clicking on Dataset. Alternatively, you can find the Business Portals dataset using the search function.
  3. An overview of the available datasets will be displayed.
  4. Select the dataset for which you want to set up an upload.
  5. Click on Actions in the menu bar of the dataset table.
  6. Open the drop-down menu by clicking the arrow in the Action Code field.
  7. Click on +New to create a new action code.
  8. Assign a unique code and a description that is for your reference only.
  9. Set the type to Upload here.
  10. Scroll all the way to the right using the horizontal scroll bar in the table to find the Size column. Select Large here.
  11. In the Action fact box, you can choose a Business Type or make other settings.
  12. In the Upload section, you can enter a Content Type with which the uploaded documents will be stored in Document Central under the corresponding content types.
  13. With the File Restriction Type setting, you define which file formats are allowed to be uploaded.
  14. In the Maximum File Size field, you specify the maximum size a file can be to be uploaded to the portal.

See also