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Windows Integration

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Windows Integration

Add Files/Folders using Windows Explorer Interface

 

To add documents using Windows Files Open/Save As

Select File > Save from any applications

Select Docsvault drop  folder.

Navigate to the folder where you want to add a document in Docsvault.

In Properties dialog box, select Profile from the drop down list and enter index information into the data fields.

Select the Folder Sections from the drop down list. Note that the Folder Sections will be available only if it has been set on the destination folder.

Enter the short description.

Click on OK button to import documents in Docsvault.

 

WindowsFileSave

 

Adding documents using Windows Files Open/Save As

 

 

Drag-and-Drop facility using Drop Folder under My Computer

Select the files or folders to be added to Docsvault.

Drag and drop the document in Docsvault Drop Folder.

Select the folder where you want to add a document to in Docsvault.

In Import files and folders dialog box, select Profile from the drop down list and enter index information into data fields.

Select the Folder Sections from the drop down list. Note that the Folder Sections will be available only if it has been set on the destination folder.

Enter the short description.

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

'Keep original system dates', select this option to keep original system dates for imported files and folders. If not selected then the imported date is applied to the files and folders.

Click on Import button to begin importing your documents.

 

windowsintegration-import

Adding Documents using Drop Folder under ‘My Computer

 

You can configure to display 'Docsvault' Drop Folder from Tools > Options > Import menu. The Drop Folder  is placed under 'My Computer'. To learn how to configure drop folder, see Import.

 


See also

Importing Documents:

Using Import Docs

Scanning Interface

Creating PDFs with Docsvault PDF

Using Send To option

Filing Documents from Filing Area

Using Drag and Drop

Using Copy and Paste

MS Office Integration