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Thereforeā„¢ Help

Reference > Thereforeā„¢ Go > Modes and Settings > Modes > Add New Document

Shortcut to Adding a Document

Scroll

Click on the ellipses icon (ThreeDotsMenu) next to a category to open this dialog.

Go_UsingtheApp_SaveDocs_011

Index data only

Opens an Index Data dialog that allows for document metadata to be populated into category fields.

 

Take photo

Open the default camera application to take a photograph.

 

info

On the first time that this option is selected, a list of available image capturing applications will open. A default application can be selected so that it is automatically opened each time this option is selected.

 

Insert file...

Opens an Attachments dialog that allows for documents to be saved into the selected category.