Mass uploading attachments to IDM

  1. Select Application Administration > Shared and click the Document Management tab.
  2. On the IDM pane, click Attachment Maintenance.
  3. Select a business class in a Not Started state and select an action:
    • Upload to IDM

      Upload files for the selected business class.

    • Mass Upload to IDM

      Upload files for all supported business classes.

    • Update Number of Files

      Update the number of files to migrate.

    After the upload action is performed, the status is changed to Completed and the migration date is displayed. All attachments in the business class are stored in IDM.