Client Manual > Features > Importing and Exporting Documents > Importing Documents

You can use standard copy and paste actions to import files and folders into Docsvault. When you paste items, the Import Files and Folders dialog box appears, allowing you to define document details before import.

Import Using Copy and Paste

•Copy Files or Folders
Select files or folders from your local system and press Ctrl + C or right-click and select Copy.

•Paste into Docsvault
Navigate to the desired folder in Docsvault and press Ctrl + V or right-click and select Paste.

•Import Files and Folders Dialog Appears
Configure the following options:

Configure Import Options

Profile

Choose a Profile from the drop-down list or use the folder’s default profile.

Index Fields

Enter index information in the available data fields.

Folder Sections

Select Folder Sections from the drop-down list.

(Available only if configured on the destination folder.)

Description

Enter a short description and additional details.

Import Settings
Depending on administrator defaults or user preferences set in Tools > Options > Import:

Delete source files and folders after successful import: Removes original files and folders from your local system after successful import.

Keep original system created dates: Retains original system dates for imported files and folders. If not selected, the import date is applied.

Complete the Import

Click on Import button to begin importing your documents.