- Select the Workflow to which you want to upload the documents by clicking the
Workflow tab on the upper left side of the platform and make your selection.
- 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.
- Then click the Import button located on the upper right of the platform beside the
Search Document space.
- Drag and drop your documents into the Drag and Drop space or click on
Browse Files and import the documents.
- Finally, click the Process Documents button.
Want to automate your import/export process? Here's how: