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Note: There are many ways to add records into Docupace. |
Scan and Upload
Items that are scanned with no barcode component are placed into your Mailroom for indexing.
Mailroom Link
Drag and Drop and Upload
From within your document editing screen, you will see a location to drag and drop an image stored on your pc. Simply drag, drop and save.
Drag and Drop to Upload
Manual Upload
Using New – Direct Upload
You can upload records manually by clicking New, then Direct Upload. You can also upload content to a newly created record.
Once you've located the image, select the Check-In button at the Image Content. You will be asked to search the your hard drive to locate your the record you want to upload. Follow the on-screen instructions, and the image will be uploaded. When you click Save will close the indexing.
Manual Upload
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, the record will be saved and indexed, depending on how you uploaded the file.
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Attention: If you upload a document that does not have a barcode via New > Direct Upload, then the record will be uploaded as unindexed and sent to the mailroom for further processing. |
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Tip: If you upload a document via the record itself using the Check In feature the record will be indexed automatically even if it does not have a barcode. |
Manual Upload