Uploading a Document
Tick the documents you wish to upload, click Add in the Documents group in the ribbon.
When you are filing to the Client Filing library and only basic document profiling information is required, but other fields may br populated.
The following fields are mandatory:
Click in the Client field and enter the name of the client that you want to upload the document to and then press Enter or Tab on the keyboard. If a client matching your criteria is found then it appears in the Client field, otherwise the Find Contacts dialog appears for you to search for the client.
Note: When selecting other Libraries, the profiling options change.
Complete the following:
- Type (mandatory)
- Document Type (mandatory)
- Description (if required)
Click the OK button
All documents selected for upload disappear from the Scan tab once the upload is complete.