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'Add Document from PC' Option from Metadata Card

Kay

Dear Friends,

My apologies if this question has been previously resolved. My search of existing topics did not yield the desired result.

I am looking to add a document to a metadata card (as illustrated below). My question: Is it possible to 'upload' a document directly from PC from here (i.e. the document is not previously uploaded into M-Files) instead of 'creating' a new document? (see arrow).

Many thanks in anticipation, and regards.

  • +1

    I don't think this is possible unfortunately. For an existing file on your computer, you need to first upload it to the vault as a new document before you can reference it on the metadata card.

    Another way to handle this would be to create a new empty document via the option illustrated in your picture and then afterwards drag-drop the file from your computer on that document.

  • 0 in reply to Joonas Linkola

    Thank you so much Joonas. Much appreciated.

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