User Guide - Uploading digital documents using the Upload App

KnowledgeLake provides a simple upload app your users can utilize to tag and send digital documents to a process.

• Terminology
• Uploading Documents
• Using the Document Viewer
• Removing a Document from the Upload Queue
• Uploading Documents using the Office Add-Ins

Terminology

The Drop Zone is the gray area in the upload app where you can drag and drop or navigate to documents for upload.

Uploading Documents

There are 2 methods you can utilize in the upload app to get a document ready to index. You can drag and drop files from your desktop, or you can click the Drop Zone in the upload app to fire off an upload.

Drag and Drop

1. From the KnowledgeLake Landing Page, select Upload
   
2. From your desktop or windows explorer, select the files you'd like the upload. If multiple documents, use Ctrl+Left Click.
   NOTE: Selecting multiple files will have each file be a document inside of a batch
   
3. Drag and Drop these items onto your drop zone
4. The Index Panel should appear. Index your documents and click Upload

Navigate to Files

1. From the KnowledgeLake Landing Page, select Upload
   
2. Click the Drop Zone to load the file navigator.
3. Select the files you'd like the upload. If multiple documents, use Ctrl+Left Click.
4. Click Open
   
5. The Index Panel should appear. Index your documents and click Upload

Using the Document Viewer

To toggle the document viewer in the Upload App, click the viewer button () in the upper left-hand corner of the index panel.

In the viewer, you will be shown your current document as well as controls for viewing the document along the bottom bar in the viewer:

• Find in Document – Allows searching for words in Searchable PDF files only.
• Page Navigation – Move back and forth through pages or navigate to a specific page in the current document.
• Zoom – Change the magnification of the displayed document.
• Rotate – Rotates the view of the displayed document 90 degrees left or right.
  
  NOTE: This does not alter the actual page in the document. Only Index and Scan support altering pages in a document.
• Cursor Type – Change the function of your cursor for highlighting or for grabbing your page.

Removing a Document from the Upload Queue

To remove a document when uploading multiple documents in the Upload App, click the delete button () in the upper left-hand corner of the index panel.