Add Multiple Documents by Folder

Last modified 07:52, 24 Apr 2017

Overview

The Select Contents from Folder check box on the Add Documents window allows you to add multiple documents contained within a folder on your workstation or server. If you want to add individual documents then see Add Documents for a contact or client.

Add Documents from Folder

  1. Select the client or contact that you want to add documents for and then click Add Document under CCH Document on the Task Bar. For more information about the various ways to add documents see: Add Documents Overview.
  2. Click on the drop down arrow on the right of the  button_AddDocument.png button. Select Folder.

            window_AddDocument_NoFiles.png

  1. Locate the folder contents that you want to upload and then click OK. The upload includes the contents of any subfolders.

             File:dm_conversion/dm/090_mtcch-dm-v2012.3-end-user-guide_8/image004.jpg

  1. Review the contents of the Add Document window and add any additional filing information, then click OK to upload the documents to the selected library and contact. Any rows which are not required can be removed by selecting the row and tapping delete on the keyboard. This does not remove the original file but removes it from the upload screen.

Related

What's New 2015.1
This page highlights the changes to Central for this release.
What's New 2014.3
This page highlights the changes to Document Management for this release.
Watch Folder
The "watch" folder enables users to save files to Document Management from any application, it is added alongside the workstation installation of the plugin for Microsoft Office.
What's New 2015.1
This page highlights the changes to Document Management for this release.
Create PDF Collection
This option allows you to collect a selection of documents together into a single PDF file. For example, you would use it to take a collection of documents relating to a client offline for reference.
Create Document
This section holds hints and tips relating to the Create Document process.
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