The Direct File Uploader
- Mercedes Rothwell
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The Direct File Uploader allows you to upload documents into the Docupace system. Similar to the standard document uploader, the barcoded items will route to their appropriate location, and the documents without barcodes (unindexed) will be placed in the Mailroom for future indexing and processing. This guide describes the process of uploading documents. To upload the documents into Docupace, perform the following steps:
Audience: Financial professionals who need to upload documents into Docupace.
Functionality:
The Direct File Uploader adds documents into the Docupace Digital Organizer. These can be added to a specific subfolder, or uploaded in bulk as unindexed documents.
Document indexing allows you to connect documents to specific folders and/or subfolders in the system for easy retrieval.