Differences

This shows you the differences between two versions of the page.

--- 712:workwithfiles [2025/12/15 16:13] – [Work with files] Fryer, Kathryn
+++ 712:workwithfiles [2025/12/15 16:27] (current) – [Adding a new file or links] Fryer, Kathryn
@@ Line 10: / Line 10: @@
 ===== Adding a new file or links =====
-Stages provides multiple ways to add files or links to a work product.
+Stages provides multiple ways to add files or links to a work product:
   - Uploading a new file
   - Using a template to add a new file
   - Adding a URL
-  - Linking an existing file [[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=7e6c58&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/addnewfile.png|{{https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/addnewfile.png?direct&800x517}}]]
+  - Linking an existing file
+Note: These options can be limited based on the target CM system and any customization of its integration with Stages.
+[[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=7e6c58&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/addnewfile.png|{{https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/addnewfile.png?800x517}}]]
 **1. Uploading a new file: **Easiest way to add a new file is by using the drag & drop function or browsing to the folder **(1)**  and uploading the file. Alternatively, user can click on Add **(2)**  and select the upload file from the widget. This uploads the file to configuration management system linked to Stages.
-[[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=4408eb&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/73/drag_drop2.png|{{https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/73/drag_drop2.png?direct&800x506}}]] \\
+[[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=4408eb&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/73/drag_drop2.png|{{https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/73/drag_drop2.png?800x506}}]] \\  **2. Using a template to add a new file: **In Stages, files can also be created using a template associated with the Work Product where you are adding the file. This simplifies document creation and also ensures consistency across the organization.
-**2. Using a template to add a new file: **In Stages, files can also be created using a template and this file can then be added in ''work product''. This simplifies document creation and also ensures consistency across the organization.
+To use a template, the Work Product must have an associated Template guidance element, as shown in the Guidance widget.
+[[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=16c5e8&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/guidance.png|{{https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/guidance.png?508x224}}]]
-In order to use template, one should already be present in the ''guidance''  linked to the ''work product''.
+If a template is present in the ''guidance'', you can use it to create a new work product file and store it in the linked CM.
-[[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=16c5e8&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/guidance.png|{{https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/guidance.png?direct&508x224}}]]If a template is present in the ''guidance'', it will be available to be used to create a new file from template and this will be stored in linked CM.
+[[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=1691e3&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/createfromtemplate.png|{{https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/createfromtemplate.png?900x587}}]]
-[[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=1691e3&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/createfromtemplate.png|{{https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/createfromtemplate.png?direct&900x587}}]]
+**3. Adding a URL: **Add a URL to simply redirect users to a web page for further details on the work product. Note that no CM integration is required for this option; however, this option also does not provide information on version history, status, or other operations.
-**3. Adding a URL: **User can simply be redirected to the webpage using the URL to access further details on the work product.
+**4. Linking to an existing file: **If the file already exists in the CM system, create a link by browsing and selecting the file to the work product. Once linked in this way, you can access the version history and status and the integrated check in/ check out capabilities with the CM.
-**4. Linking to an existing file: **CM system will have other files which can be linked by browsing and selecting the file to the work product. The linked file will have CM features of checking in and out, accessing version history available from the work product itself.
+[[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=acef75&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/linkfile.png|{{https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/linkfile.png?700x541}}]]
-[[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=acef75&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/linkfile.png|{{https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/linkfile.png?direct&700x541}}]]
 ===== Using and checking in and out an existing file =====