Import Documents

You can import documents into Working Documents or Document Store.

Working Documents and Document Store work as separate locations. When you upload a document to the Working Documents tab, you can find it only in Working Documents. When you upload a document to Document Store, you can find it only in Document Store.

Import document

1. Go to Working Documents or Document Store.

2. Select Wizards > Import Document.

   The Import Document Wizard opens.

3. (Optional) On the Attach Document To page of the wizard, select the entity you want to attach the document to. Select Next.

4. On the Document Properties page of the wizard, select an operation.

   Upload one or multiple documents or enter a URL for the document.

5. Select or drag the files you want to import or enter the URL.

6. Select a document type.

7. Give the document a description or select Use file names as description to use the document's file name.

8. Enter a date or select Use file dates as Doc. Date to use the document's last modification date. Select Next.

9. On the Convert Documents to Adobe PDF page, select an option for PDF conversion.

10. Select Finish.

When you upload the document to Working Documents, you can find it in Working Documents.

When you upload the document to Document Store, you can find it in Document Store.

Move document from Working Documents to Document Store

If you have permissions allowing this action, you can move documents from Working Documents to Document Store.

1. Go to Working Documents.

2. Select the icon for the document you want to move.

3. From Document Menu, select Move Document to Store.

Move document from Document Store to Working Documents

If you have permissions allowing this action, you can move documents from Document Store to Working Documents.

1. Go to Document Store.

2. Select the icon for the document you want to move.

3. From Document Menu, select Make Working Document.