Add Documents to a Folder
Add documents to a folder using drag-and-drop functionality.
Key steps include:
- Open a folder from the Inbox screen
- Navigate to the Documents tab
- Drag files over the window to add documents
- If required complete document indexing fields
- Optional: Hide/show drop files area
- 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.