Targeted Upload

Some upload methods are partially self-configuring, automatically drawing information from the room configuration instead of relying solely on user-provided document details.

  1. Select a document folder in the Index.
  2. Option 1: Use Add Document or Import Documents as previously described.

  3. Option 2: Right-click on the folder name and select one of the Add options.

  4. Repeat the steps provided in the Import to Documents View from steps 4 and 5.
  5. Complete the metadata as necessary and click Finish to upload (Import All & Apply Metadata for multiple documents import).