Importing Documents

Now that you are done with creating cabinets and folders, let's demonstrate how to import documents into a cabinet or folder.

You can import files or folders from folder located on local/Network or from any drives that are physically connected to the computer.

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

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

•	Select file from the Import files and folders dialogue box and then click on OK button. You can select multiple files and folders by holding 'Ctrl' key from the keyboard and simultaneously clicking on the files or folders that you would like to import.

Importing the file directly to folder.

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

•	Choose the appropriate Profile and the Folder Section.

•	You can preview the image and PDF file before importing the documents in the Preview window.

•	You can set individual settings for the documents imported or simply click on 'Apply To All Imports' to apply the same settings to all the documents imported.

•	Select 'Delete source files and folders after successful import' to delete the original file from your system once you have imported it into Docsvault to avoid duplication of documents.

•	Select 'Keep original dates' to keep the system date of the original file at the time of importing. If this option is not selected, the imported date/time will be set as the created date for the file.

•	Click on Import button to begin importing your documents.

Note:

•	You can rename the file while importing by pressing F2 on the selected file.

•	Docsvault will display the list of files/folders that could not be imported for any reason.