Using "Import Docs"

Import a document directly to a folder

You can import any computer generated files or folders from Local / Network or from any drives that are physically connected to your computer. When digital files are imported, a copy of the file or folder gets stored in Docsvault.

•	Select the cabinet or folder in which you want to store the imported documents from the tree view panel of Docsvault Explorer.

•	Get the 'Import Documents' dialog box displayed by one of the following ways:

On the File menu, click on Import Docs

Right click on the mouse button to display the popup menu and then click on Import Docs

Click on the 'Import Docs' icon from the tool bar.

•	Select file or groups of files from the Import Documents dialogue box and then click on OK button.

Importing the file directly to folder.

•	In Import files and folders dialog box, enter the short description for the files to be imported and select the Profile.

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Each document is associated with a profile. Profile represents a set of properties that provide additional information about the document, thus broadening the 'Search Criteria' in case you forget the name and description of the file. For more information on Profile, see Profile and Properties section.

•	Check the box next to 'Delete source files and folders after successful import' in order to delete the original files and folders from your system after successfully importing them into Docsvault.

•	Click on Import button to begin importing your documents.

Security:

•	Administrators or users with 'Edit Profiles/Properties' rights can create custom document profiles specific to each type of document to be imported in Docsvault.

Note:

•	You can change the profile associated with a document either at the time when you import the document or edit the document properties using Properties option in Edit menu.

•	You cannot import any link/shortcut files in Docsvault.

Files and Folders can also be dragged and dropped on the tab in list view panel.

Note:

•	When 'Delete source files and folders after successful import' option is selected, the original files and folders gets deleted from your system. You can restore them from your system Recycle bin.