You can drag and drop documents into FYI directly from Windows Explorer or from your desktop. When using Drag and Drop, the file details that you select are applied to all the documents therefore when multiple files are added in this way, may sure they are for the same Client, Cabinet and Categories.
Highlight one or more files in Windows Explorer on your desktop and drag the file(s) onto any list in FYI.
The Import displays for you to select the Client and filing details. The names of the Files that are being added are displayed so you can check these. The Advanced section can be used to change the Owner, Filing Status and Workflow.
When the filing details have been selected, click Create.