Skip to main content

Document Manager - Add existing documents to Document Manager

Updated over 3 weeks ago

In Document Manager, you can add existing documents, e.g. Word, Excel, RTF, scanned documents and pictures to a folder or subfolder.

  1. Log in to Document Manager (F10).

  2. Highlight the folder or subfolder where you want to add the document to, and do one of the following methods:

    • On the toolbar, click the Add File(s) to folder icon.

    • From the File menu, click Add File(s) to folder.

    • Right-click the folder or subfolder and then click Add File(s) to folder from the menu that appears.

  3. Select the files that you want to add, then click Open. Files can be copied, moved or linked:

    • Copy: Creates a copy of the file and stores it in the folder.

    • Move: Moves the file from its original location.

    • Link: Does not physically locate the file in Document Manager but rather creates a hyperlink to its existing location.

      Copy Move Link window
  4. Click OK.

Tip: You can move a document into Document Manager by clicking on the document in Windows Explorer and dragging it into a Document Manager folder.

Did this answer your question?