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You can import documents directly into FYI using drag and drop from your computer. When importing multiple documents, the filing details you select are applied to all documents. Ensure the documents are for the same Client, Cabinet and Categories.
You can import up to 10 documents at a time, with a maximum file size of 50MB for each document. To import more documents at once or larger files, use the FYI - My Imports folder. Refer to Document file limits for maximum file sizes.
Dragging and dropping documents into FYI
- Select one or more files on your computer and drag them onto any Documents list in FYI. The Import drawer displays.
- Select the Client and filing details. FYI automatically applies any available filing defaults for Cabinet, Categories and Job. The Client can be left blank if you select a knowledge cabinet.
If you drag and drop files onto the Client - Documents tab, the Client is automatically selected.
The names of the files being added are displayed so you can review them.
- Expand Advanced section to change the Owner, Filing Status and Workflow fields. Select Remember selections to use the same Advanced settings the next time you import documents.
- Select Create.