- DOCUMENT ACTIONS DOWNLOAD ITUSERS WITH
- DOCUMENT ACTIONS HOW TO ADD EMAILS
- DOCUMENT ACTIONS OFFLINE DOCUMENTS ARE
Document Actions Download ItUsers With
Documents can be brought into FileHold using the following methods:There are two types of hook: actions and filters. Here are a just few examples: Upload a file to Dropbox, and Documents suggests you share a link Open a web page with a PDF file, and the app offers to download itUsers with Document Publisher and higher permissions can add files to the document management system. Once you perform any action such as uploading a file or scanning a document, Documents suggests the best next action to take. Think of Smart Actions as smart contextual shortcuts.
On the Project menu, click Add New Item. Open your Word or Excel document-level project in Visual Studio. To create the user control. We are unable to provide.It also adds a button to the user control that writes text to the document or workbook when it is clicked. Note: This is a Developer level documentation.
You can alternatively add a User Control item to your project.On the Scan tab, click Scan a Document or Photo to open HP Scan. In the Add New Item dialog box, select Actions Pane Control, name it HelloControl, and click Add. On the Project menu, click Add New Item. Open your Word or Excel document-level project in Visual Studio.
Microsoft Outlook – Add emails using the integrated FileHold toolbar or the “watched folder”.Watched Folders — Documents can be brought into the system automatically from a scanner location.Manage Imports — Documents can be brought into the system automatically using the Manage Imports tool.Print to FileHold — A virtual printer that converts the document to a PDF and then allows you set the destination folder, document type, and metadata through a FileHold window.Automatic Document Importation — Documents are imported directly on the server.WebCap — Web-based scanning though the Web Client.Read more information about document actions, the Inbox, and entering metadata for documents. The audit trail logs all document actions by date and user with convenient filtering.Directly within FileHold — In the FDA or Web Client.Microsoft Office applications — Use the FileHold toolbar to add documents (FDA only). Click the Format menu, and then find RTF or TXTSee GlobalSearch Enterprise Content Management Software In Action. Scan a document, click Send, and then select Folder. Click the Scanner drop-down menu, and then select your printer. Mac: Open HP Easy Scan from your Applications list.
Any subfolder hierarchy will be automatically flattened.For files dragged to a folder destination, enter the metadata (unless the folder is auto-tagged) and click Add. If the source is a folder its contents including subfolders will be added to FileHold. To drag and drop documentsSelect the files or folders to be transferred to FileHold from the local computer.Drag and drop them to their destination folder or to the Inbox. If dragging to a folder location, the destination folder will be automatically set.You cannot drag and drop documents into the FileHold Web Client. If dragging and dropping multiple documents, they will be automatically sent to the Inbox for processing.
Go to File > Add File to Library. Click the Add File (+) button from the Inbox or folder location. See Entering Metadata for more information.Click Send or Send All to send the document(s) to the folder.Adding Files Directly from the FileHold Desktop ApplicationThere are many ways in which you can add one or documents directly from the FileHold Desktop Application:
Note that the structure of the source folder and its subfolders is ignored.Metadata can be automatically added to documents using extraction rules. Adds the entire contents of a folder and its subfolders to the Inbox. Go to File > Add Folder to Library.
Click Set Metadata and Set Destination to enter the information. If the file was added to the Inbox, the metadata and destination will need to be set. Select the file from the local computer and click OK. From the Inbox or a folder location, click Add File ( + sign). To add files directly from FDA
The Add Document wizard can be integrated with other applications. Since there is no Inbox in the Web Client, you add a document from within the destination folder or use the Add Document Wizard.With the Add Document Wizard, you can employ auto-filing. If you need to add multiple documents, use the FileHold Desktop Application. If the file was added to a folder, enter the metadata and click Add.Adding Documents through the FileHold Web ClientWhen adding documents via the web client, you can only add a single document at a time. See Entering Metadata for a Document for more information on setting metadata on documents.
When the Metadata pane opens, select the document type from the list. In the destination folder, click Add File to Folder. To add a document via the Web Client from a folder Contact for more information.
See Entering Metadata for a Document for more information on setting metadata on documents.To add a document using the Add Document Wizard Fill out the required metadata fields. Click Browse to locate the file to add to the repository.
Add offline document – Select this option to add an offline document. Add local file – Select this option to add a file from the local computer, network, etc. In the Select a File page, select the document type:
Document Actions How To Add Emails
To add files from Microsoft Office applications (excluding Microsoft Outlook)Create or open a document in a Microsoft Office application such as Microsoft Word.Save the document to your local computer.In Microsoft Office, select the Add-In tab and click Add to FileHold ( + sign) or Send to FileHold > Add Document.The FileHold Microsoft Office Client window opens. This name can be changed in FOC window or a custom naming pattern on the schema can be used to automatically rename the documents.Read how to add emails from Microsoft Outlook. If the document has not been already saved, then a generic file name, such as “Document1” is given to the file. The integrated toolbar can be found on the Add Ins tab of the Office applications.The FileHold Office Client (FOC) window is used when adding, browsing, checking in, attachments or approving documents in FileHold from within Microsoft Office applications.It is not necessary to save the document prior to adding the document to the library. To select an alternate schema format, select the Show all document schema formats check box.Adding Files from Microsoft Office Applications (excluding Microsoft Outlook)FileHold has integration with Microsoft Office applications such as Word, Excel, PowerPoint, Visio, and OneNote (2010 only).
Document Actions Offline Documents Are
The schema simply points to where the document is physically stored.Offline documents are tracked in the system so you can see who has the document out or in other words, who has taken the item from its physical location.In FDA, go to File > Add Offline Document.In the Web Client, select "Offline Document" from the Format of Document drop-down list.Fill out the required metadata fields and click Add. You will need to create an offline document schema in order to add offline documents that have a metadata field that states where the offline document is stored. An offline document can also point to documents that are not yet in electronic form such as a location of a folder in a filing cabinet in a historical records room.
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