Upload Documents
Add documents on the Document Search screen or with the Add Documents shortcut.
Users can upload multiple documents simultaneously. Supports drag-and-drop or file browser upload.
Key steps include:
- Select documents
- Choose classification
- Enter index data
- Optional workflow initiation
- Add documents to system
Notable Quote: "Users can upload multiple documents simultaneously by browsing for files or by dragging new files to the Drop Files area."
Restrictions/Notes:
- Password-protected PDFs are not allowed
- Users can add notes to documents in upload queue
- Workflow initiation can be toggled on/off depending on configuration