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Add Documents to a Folder

Add documents to a folder using drag-and-drop functionality.

Key steps include:

  1. Open a folder from the Inbox screen
  2. Navigate to the Documents tab
  3. Drag files over the window to add documents
  4. If required complete document indexing fields
  5. Optional: Hide/show drop files area
  6. Can drop files over existing documents with options for versioning

Notable Quote: "An administrator can define a default classification for a folder definition. When adding a document to a folder the default classification and classification index fields matching the folder fields will be pre-populated."

The guide provides a step-by-step visual walkthrough with screenshots demonstrating the document addition process.