Importing and scanning documents

Select the application that you want to add a document to.
Perform either step:
1. Click the file cabinet drawer icon in the toolbar and select New Document or click the NEW DOCUMENT button.
2. Drag and drop the electronic file or files from your desktop into the main panel.
  
  Note:
  
  If you enabled the thumbnails view in the User Settings page, you can also drag and drop the electronic file or files from your desktop into the thumbnails view.
  
  Drag and drop files to the inline render frame of a foreign file to add pages is not supported, but you can drag files to the outside area of the frame, such as the thumbnail.
A blank document is created. You can browse and select one or more files or scan the page(s) to the document. If you enabled the thumbnails view in the User Settings page, you can use the page thumbnails that appear on the left to navigate through the pages.
If you have selected more than one file, the pages are appended sequentially.
If you checked the user setting Start New Document from a temporary Batch under Import, you can choose whether you want to index the document now or later:
- To index immediately after the upload, specify relevant values in the index fields that are available for the selected application, and then click SAVE.
- To continue without indexing, click CANCEL.
  A message indicates that the document is not indexed. Click DELETE to delete the unindexed document or KEEP to continue without deletion. The document is added to the Uploaded Batches list as a temporary batch to be indexed later. By default, the document is saved with a name that includes your login ID and the date and time you uploaded the document. For example, SYSOP - 8/1/2015 7:02:01 PM.
  
  For more information, see Indexing batches manually.

Note:

When applying the default import setting (un-check Start New Document from a temporary Batch), an imported file will be lost if the user creates a new document without saving the index. If the user setting Start New Document from a temporary Batch under the.Import category is checked, the unsaved document will be kept as batch in the same application.