5.6 Importing Files into a Folder

Teaming enables you to import files from any location and add them to a folder in your workspace. There are two ways to do this.

5.6.1 Dragging and Dropping Files

Teaming enables you to drag files from any location, and drop them into any Teaming folder.

  1. Navigate to the folder where you want to import the files.

  2. Click Add Files to Folder in the Folder Entry toolbar.

    The drag-and-drop window opens.

  3. Drag a file from one location, such as your desktop, and drop it onto the folder icon in the drag-and-drop window.

    This adds the document as a new file entry. The name of the document is automatically the name of the entry.

5.6.2 Importing Files into the File Folder

For specific information about File folders in Teaming, see Section 6.5, Working with File Folders.

You can import single files into a File folder by browsing your computer’s file system and creating a new file entry.

  1. Navigate to the File folder where you want to import the file.

  2. Click Add File Entry in the Folder Entry toolbar.

  3. Click Browse, then browse to and select the file that you want to import.

  4. Add a description of the file in the Description field, then click OK.

5.6.3 Importing Files as Entry Attachments

If you want to add files to a folder other than a File folder, you can browse for the file by adding an entry to the folder, then adding the file as an attachment to the entry.

For more information about attaching files to entries, see Section 7.14, Attaching Files to a Folder Entry.