Upload

The Upload dashlet allows users to drop files from their desktop into the room with assistance so that documents can be quickly uploaded and indexed. The function of the dashlet is impacted by the user’s specific role in the system, and it will assist in directing the user’s document to the correct folder as appropriate.

1. Navigate to the Documents section and select the Upload option from the menu at the top.
2. In the upload area, you can drag and drop files directly into the designated Upload box or click Browse File or Browse Folders to locate files from your system.
3. After selecting the files, you can set them as Restricted Document Content by checking the respective box if necessary.
4. Once your files are ready, click on Import All & Apply Metadata to complete the upload process.