Upload Content

1. If you are uploading a Microsoft Office document or PDF form, prepare the content item for upload:
   • Word, Excel, or PowerPoint document: Open the document. Click the File menu, and choose Save as Adobe PDF. Click the Save button to save the PDF. Note: Upload the PDF.
   • PDF form: Open the form. From the Menu, select Print. Select the Microsoft Print to PDF printer. Click the Print button. Choose the location where you want to save the file (suggestion: Downloads folder). Enter a file name. Click Save to flatten the PDF. Flattening the PDF prevents further editing. Note: Upload the flattened PDF.
2. Do one of the following:
   • On the sidebar menu, click Upload Content.
   • On the content menu, click Upload.

   

3. Do one of the following:
   • From Windows File Explorer, drag and drop up to 15 files onto the shaded box.
   • Click the Browse button and select up to 15 files.

   The maximum file size is 150 MB.

   

4. If you selected an unsupported file type, the content name is listed in the Unsupported File Types table.
   • You can continue the content upload process without taking any action, but the unsupported content is not uploaded.
   • To remove a content item from the Unsupported File Types table, click the Remove button (trash icon).

   

   What content types are supported?

   See Supported Content Types.

5. Click the Select Details button.

Repeat this procedure for each content item in the Case Content Upload table.

1. To remove a content item from the Case Content Upload table, click the Remove button (trash icon).
2. Open the drawer for a content item.

3. In the Content Properties panel, you can edit the title and received date.

   • Title: Maximum of 100 characters. Only alphanumeric characters, spaces, dashes, and underscores are allowed. If you try to paste a title that contains an illegal character, no characters are pasted. Periods in the original title are allowed. However, if you add a period while editing the title, the upload process fails. The field can be blank.
   • Received: The date must not be in the future.

   

4. Click a Show Content Type button to filter the content type list:

   • My Favorites: Default filter. Content types that you have added as favorites. See Adding or Removing Content Type Favorites (below).
   • My Work Area: Content types that your work area uses. You can set your work area on the Settings page. See Settings.
   • All: All content types.

   

5. You can sort and filter the selected content type list. See Sort and Filter.

6. Select a content type for the content you are uploading.

   

7. Person content only: Click the Select Person button. Select a person to associate with the content.

   

8. To edit the content type, click the Edit button (pencil icon) in the Type field of the Content Properties panel. Select another content type.

   

9. Tip: Close the drawer for the content item.
10. When you are done, check in the content to ECF (next).

1. Click the Check In Content button.

2. On the Case Content list, click the Refresh List button. The new content items appear at the top of the list.

   

To add or remove a content type favorite, click the star next to the form number.

You can add up to 100 content type favorites throughout ECF Next. As you approach the maximum, a message appears saying how many more favorites you can add.