In InDoc EDGE, you can add documents in various ways. Let's look at the two simplest methods.
How to video
Option "Drag and Drop"
To add a document to a folder, simply drag and drop it into the desired folder. This way, you can add any document from your desktop or email.
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If necessary, you can rename the document. It is recommended to at least define the document type, such as a contract, and add key metadata, such as information about the business partner. Now you can save the document.
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Option "Create New Document"
You can also create a new document directly in InDoc EDGE. By clicking the "Create document" icon, a form similar to the previous method will open.
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. Enter the name, specify the document type, and add metadata. You can then choose whether to create the document based on a template or upload pre-prepared content from your desktop.
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Using a template can save time and ensure consistency across the organization, while uploading content may be more suitable for less structured documents. Once finished, save the new document.