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, make 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. Any settings for the default Cabinet, categories and Job (if relevant) are applied. Refer to Setting Filing Defaults for a Client.
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.
The following example shows three files being imported with drag and drop to a client with defaults set up for Cabinet and the Job.
If the Cabinet that is selected is a Knowledge cabinet (and has Enable Knowledge set as "On"), the client can be left blank. Refer to Knowledge.
If you are importing too many documents, or too large a file size, the following message displays. Refer to Using OneDrive FYI - My Imports to Automatically Import to your In Tray for how to upload the files using your FYI - My Imports folder.