File document

1. Drag a document to the desired filing tile.

For example, if you drag a Word document to a filing tile, Microsoft Word opens briefly to analyze the document.

The document is filed to the repository if all required fields were recognized.

The check mark indicates that the document was filed to the repository.

Information: If you file multiple documents at once using a tile, the number of successfully imported documents is shown next to the check mark.

Alternative: The keywording form opens when not all required fields were recognized. Once you have completed the mandatory fields and clicked OK to confirm, the document is filed to the repository.

Information: Click a tile to open the repository to the last document filed with that tile.