How can I manually import documents into the Production module?

  1. Select the Workflow to which you want to upload the documents by clicking the
    Workflows Vector Workflow tab on the upper left side of the platform and make your selection.
  2. If you wish to categorize the new documents manually, select the category within your Workflow to which your new documents belong by clicking the All Categories drop-down menu located below the Production tab and make your selection.
  3. Then click the Import button located on the upper right of the platform beside the
    Search Document space.
  4. Drag and drop your documents into the Drag and Drop space or click on
    Browse Files and import the documents.
  5. Finally, click the Process Documents button.

Want to automate your import/export process? Here's how:

How do I set up automated import/export channels