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Files can be manually 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. The 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 Archive immediately checkbox is not checked. This dialog offers the option to choose a keyword value if any are defined in the category.
Additional Info as well as a Business Case ID can be specified as well.