Banner Document Management: Adding a Document

1. Select the folder you want to upload to. Your folder options will be displayed.
2. Select New Document.
3. Select the Add Page icon.
4. The Add New Page dialog box will display, select Choose Files.
5. Locate the file to upload and select Upload.
6. Fill in the index information (the index information to fill in will vary based on the folder the file is being uploaded to).
7. Select Save.

The file is now uploaded into BDMS.

1. To enable your scanner within the website, you will need to go to the Software Center on that workstation and install Captiva Cloud. This allows the website to communicate with your local scanner.
2. Select the folder you want to upload to. Your folder options will be displayed.
3. Select New Document.
4. Select the Scanner icon.
5. A menu will pop up with your connected scanner, select the one that you prefer.
6. Then click the Scan icon.
7. Once you start scanning this screen will pop up.  Only select Cancel if you want to disrupt the scanning process.
8. In the pane on the right side, fill in the index information (the index information to fill in will vary based on the folder the file is being uploaded to).
9. Select Save.

The file is now uploaded into BDMS.

To upload multiple documents at the same time you can use the batch option.

1. Select your BDMS folder from the available folders on the left side of the window.
2. Next, click New Batch.
3. Enter a Name and select Public under Batch Security.

You can now upload or scan in your documents.