Add Files to a Source Entity

You can add several entities to a source entity at once by uploading external files.

This is possible for Word, PDF, HTML, XLS, CSV, and most image files.

 

To add files to a source entity:

  1. Open the source entity.

  2. Select the Overflow tab > Select Bulk Load.

  3. Specify the types of documents you want to add in the Document Values area:

    1. Select the checkboxes that represent the types of documents you want to add.

    2. Specify the type of document in the Document Type drop-down.

    3. Specify the document relationship in the Relationship drop-down.

      Your administrator specifies which entity subtypes are available in the drop-downs.

  4. Specify the types of images you want to add in the Image Values area:

    1. Select the checkboxes that represent the types of images you want to add.

    2. To prevent the images being displayed by default, select the Safeguarded checkbox.

      You might want to safeguard an image if it's explicit.

    1. Specify the type of image in the Entity Type drop-down.

    2. Specify the image relationship in the Relationship drop-down.

  5. Use either of these methods to import the required files:

    • Drag and drop the folder containing the files onto ICM.

    • Select Browse to find the directory you want to find files in > Select OK.

      All the files that match the type of file you've specified will be selected.

  6. Select or deselect files as required.

    You can preview a safeguarded image by double-clicking it in the Directory area.

  7. Select Create > Select Yes to confirm you want to add the selected files to the source entity.