Importing Documents to the Filing Center
First select the desired Filing Queue.
You may import files via Drag and Drop, or by using the Import Button at the bottom of the middle screen (Filing Queue area).
Drag-And-Drop
- Select your document(s) From Outlook or a location in Windows.
- Drag your document to the Filing Queue.
Using the Import Button
- Select the Import button from the bottom of the middle screen (Filing Queue Area).
- The Import Window will open. Navigate to the desired Windows Location. Select the desired document(s) by clicking the checkbox beside the document name.
- Select Copy Documents or Move Documents. (If you select Move Documents, the document will be deleted from the source location when the document is imported to Primafact).
- Select Import.
Note: You may assign imported files to other users' Filing Queues using the Assign button.