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Files can be manually just dragged in from Windows Explorer. They can only be dropped in the area marked ‘Drag & Drop Documents’.
Only the light gray rectangle is a valid drop-target.
After dropping the file, a progress bar will appear until the document is uploaded.
When the document upload was successful, the document title is displayed below the drop area as a link.
Clicking the link will open the document in the Thereforeâ„¢ Web Viewer.
Index data is filled in according to the Mapping.
As an alternative to Drag & Drop it is possible to upload documents using the Add Document dialog and choosing a file.
The same dialog is shown when Drag & Drop is used if the checkbox ‘Archive immediately’ checkbox is not checked.
This dialog offers the option to choose a keyword value if defined in the category.
Additional Info as well as a Business Case ID can be specified as well.