Thereforeâ„¢ Help

1.Open Windows Explorer and navigate to the required files. Drag and drop the files into the required category in the Thereforeâ„¢ Navigator (this can also be to a category in the Favorites view).

2.The category's index data dialog will open.  If you have selected multiple documents, then under the Save button you can select whether you would like to save the selected files As one document or As separate documents. Various defaults such as file name and file extension can be used to automatically populate the index fields. These need to be configured during category design. If you chose to save the selected files as one document, the default values will be taken from the selected file. Where you chose to save as separate documents, these default values will be gray to indicate they will be automatically populated on saving. You can manually overwrite the default values. In this case the manually entered values will be applied to all documents. For more information please see the index field properties. Once all index data has been specified, click Save to add the document(s) to Thereforeâ„¢.