Working with Documents

Uploading, Editing, Comparing, and Deleting Documents

Do's and Don'ts for Uploading Files to eResearch

Do Don't
Upload common file formats; remember, not everyone has the same software you do Have spaces in the file name of the file you are uploading. You can replace spaces with underscores (for example, file_name.doc)
Scan printed documents so you can upload the documents Scan the documents at high resolution; generally, 300 dpi is sufficient


To add documents to eResearch

See the Recommended File Types before uploading.

  1. Drag and drop the file.
    • The Title defaults to the filename. To update the Title, click Upload Revision.

OR

  1. Click Add.
    • A warning dialog asking if you want to trust the certificate issued by Webridge Incorporated may open. Click Yes to accept the certificate.
  2. Enter a Title.
    • The title is how the document is identified in the system; make the title descriptive.
  3. Click Browse.
  4. Navigate to the document to add.
    • You can upload many types of documents, including Word documents, Excel spreadsheets, PDFs, or images.
  5. Click Open.
  6. Click OK.
    • The document is uploaded to eResearch. Note, if you are adding a large document, the upload can take a few minutes.

To edit/stack documents in eResearch

IMPORTANT!

  • After a document has been uploaded, you can change its title and/or replace the uploaded document. When you replace an uploaded document, its version number will increment by one.
  • To upload a revision to an existing document, do not use drag and drop. The drag and drop functionality only works for adding new documents (the first file in a document stack). If you use drag and drop for a revision, it will result in a new document stack.
  1. Click Upload Revision next to the document.



  2. Click Browse.
  3. Navigate to the new version of the document.
  4. Click Open.
  5. Click OK.

To compare documents in eResearch

View Revision History

  1. Click View Revision History view revision history icon.
    adding documents in eResearch
  2. Check the boxes next to the files you wish to compare.
    Note
    : Only Word document file types (.doc, .docx) listed on the same history page can be compared.
  3. Click Compare.
    document stack history window
  4. Open the downloaded Word document. Use the compare feature within Word to see and compare the differences between the two selected documents.
    Note: Changes to the downloaded document for comparison do not impact the document that is uploaded in eResearch .

Compare two most recent versions

  1. Click Compare compare version icon.
    adding documents in eResearch
  2. Open the downloaded Word document. Use the compare feature within Word to see the differences between the two latest versions.

To delete documents from eResearch

IMPORTANT!

  • Documents deleted from eResearch cannot be recovered. Be sure you are deleting the correct documents.
  • All documents in a document stack will be deleted.
  1. Hover over the document line you wish to remove, and click Delete .



  2. Click OK in the pop-up window to confirm.
    • The document is permanently deleted.