Mainsoft Document Collaboration allows you to easily share documents on the Document Site. To do this, use the Upload button in the toolbar, or drag a document to the Documents View.

Selecting a content type

When uploading to a document library with multiple content types, the Choose Content Type dialog opens automatically, where you can select the preferred content type for the new document.

If you want the document library’s default content type to be assigned automatically to uploaded documents, clear the Let me select content type during document upload check box in Window > Preferences > Documents > Settings....

Setting document properties

If a document library is configured with required properties that do not have a default value (only applicable to SharePoint), uploaded documents are checked out (and not visible to other users) and the Properties window opens. After filling in the required properties, you can check in the document. More information on this topic is available in the help topic Viewing and editing document properties.

Replacing existing documents

When uploading a document that already exists in the document library, a prompt asks you if you want to replace the existing document. When uploading to a document library with versioning support, the uploaded document is added as a new version to the existing document. If you confirm, the contents of the new document are updated, while document metadata and history are preserved. If you decline, the upload operation is cancelled.

Availability of uploaded documents

Document libraries that are configured to require documents to be checked out before editing, automatically check out uploaded documents. These documents are not visible to other Document Site users until checked in. When you upload documents using Document Collaboration, a prompt asks you to check in the documents to make them available to other users.

If you click Yes, all uploaded documents are checked in and immediately available to other users. Clicking No leaves the documents checked out and hidden from other users. By selecting the Remember my choice check box, you will not be prompted to check in documents on upload. Instead, your answer (Yes or No) will be applied to future uploads, with documents always checked in automatically, or always left checked out.

You can configure whether you want Document Collaboration to ask you to check in documents. Open Window > Preferences, select the Documents tab, then click Settings.... The three radio buttons under Ask me to check in SharePoint documents, making them available to others? lets you set the preferred behavior. If you previously checked Remember my choice in a check in prompt, and want to revert to the default behavior, select Yes.

Availability of uploaded documents requiring properties

When you upload a document to a library with required properties, you are not prompted to check it in. Instead, the Properties window opens automatically and the first required field is highlighted. When you leave the Properties window after filling in the required properties, you are asked if you want to check in the document to make it available to other users.

When you upload multiple documents to libraries with required properties, and leave the library without filling in the required metadata, you are warned about leaving the uploaded documents checked out and not available to other users. By selecting the Do not warn me again check box, you will not be warned on future uploads about leaving documents with missing required properties.

You can configure whether you want Document Collaboration to warn you when you do not fill in required properties. Open Window > Preferences, select the Documents tab, then click Settings.... The check box Warn me when document are missing required properties lets you set the preferred behavior. Select this check box if you previously checked Do not warn me again in a warning prompt, and want to revert to the default behavior.