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

The Docsvault Drop Folder is a floating folder icon on your desktop that allows you to quickly import files, folders, and Outlook emails or attactments into Docsvault by simply dropping them. This eliminates the need to open the full application.This feature is designed to make the process of importing documents fast and efficient, integrating seamlessly with your existing workflow, whether you are working in Windows Explorer or any other application.

How to Use the Drop Folder

•Drag and drop files, folders or emails onto the floating Drop Folder icon on your desktop.

•In the Navigation Dialog, browse through the Docsvault folder structure or quickly pick from your Favorite Folder from the left panel.

•In Import Dialog, preview the files and assign Profiles and Indexes to categorize your files.

•Add optional details, such as description, notes, document status, workflow initiation (if needed)

•Click the Import button to complete the process.

Your documents will now be stored in Docsvault with all the assigned metadata for easy retrieval and categorization..

Handling Emails with Attachments

•You can drag email messages directly from Microsoft Outlook into the Drop Folder.

•If the email contains attachments, Docsvault will embed attachments within the email record. However, you can also drag individual (or selected) attachments to import them as separate documents without the email.

This is particularly useful for legal, financial, and client service teams who regularly work with email-based communications and documents.

Customizing and Managing the Drop Folder

The Drop Folder is by default a floating icon that resides on your desktop, always ready to help you quickly import files into Docsvault. You can easily reposition it to suit your workspace or temporarily hide it when not in use.

Customizing the Docsvault Drop Folder:

•You can easily enable or disable the Docsvault Drop Folder by right-clicking the Docsvault Client icon in your Windows system tray. Alternatively, you can right-click directly on the Drop Folder itself to access these options.

•Right-clicking the Drop Folder even allows you to resize it and change its background color from a variety of available options.

•By default the drop folder is visible over any open application window. To change this behavior and display the drop folder only on the desktop, uncheck the 'Always on Top' option.

This flexibility allows you to tailor the Drop Folder’s appearance and behavior to your personal workflow and desktop environment.