Filing Multiple Documents

This first drag-and-drop function shown above is helpful when you have several documents that you need to add at one time, or multiple documents that need to get filed to separate folders.

VIEW File Multiple Documents

Using the File Multiple page, users can continuously change the required fields, then drag in new documents as those fields get changed.

1. From your menu, click Filing, then click Multiple.
2. Select the Cabinet you want to add the document(s) to.
3. Select the Folder you want to add the document(s) to.
4. Select the Sub-Divider you want to add the document(s) to.
5. Select the Doc Type and Doc Type Tab you would like to file the document(s) as.
6. Select a Doc Date for the document(s) unless you want the Doc Date to be the same as the entry date.
7. Drag-and-drop the document(s) in the box.
8. If you are finished, click the Import button to save the documents in PinPoint. If you wish to add more documents before importing, repeat steps 2-7 for the next document(s) before clicking Import. The system will know where each set of documents gets filed based on what was selected for each field when they were dragged in the box.

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The second drag-and-drop function shown below is helpful when you want to drag documents right into a folder or sub-divider directly from the Gallery View screen.

VIEW File Multiple Documents – Gallery View

1. From your menu, click Locating, then click Gallery View (or use the “Gallery” quick action button).
2. Select the Cabinet you want to add documents to.
3. You can either drag documents to a folder in a cabinet, or to a sub-divider within a folder.
4. After you drag the documents to a folder or sub-divider, a pop-up window will appear where you can fill out the document information.
   
   • Select the Sub-Divider you want to file the selected document(s) to.
   • Input a Doc Name if you wish to rename the selected document(s) on the way in.
   • Select a Doc Date for the selected document(s) unless you want the Doc Date to be the same as the entry date.
   • Select the Doc Type and Doc Type Tab you want to file the selected document(s) as, then complete any required document metadata fields assigned to the document type.
   • Clicking the Save Single button will save only one selected document at a time. Clicking the Save All button will save all the documents at one time.

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The third drag-and-drop function shown below is helpful when you want to drag documents right into a folder directly from the Folder Details screen.

VIEW File Multiple Documents – Folder Details

1. From your menu, click Locating, then click Folder Details (or use the “Folders” quick action button).
2. Select the Cabinet.
3. Select the Folder you want to add document(s) to.
4. Click on the Fx icon above the document grid, then click the icon to the left of Drag & Drop.
5. A pop-up window will appear where you can then drag the document(s) in.
   
   • Select the Sub-Divider you want to file the selected document(s) to.
   • Input a Doc Name if you wish to rename the selected document(s) on the way in.
   • Select a Doc Date for the selected document(s) unless you want the Doc Date to be the same as the entry date.
   • Select the Doc Type and Doc Type Tab you would like to file the document(s) as, then complete any required document metadata fields assigned to the document type.
   • Clicking the Save document button will save only one selected document at a time. Clicking the Save all documents button will save all the documents at one time.