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Document Types >Drag and Drop Documents to a Document Type
You can add documents to a Document Type by dragging and dropping.
To Add Documents by Dragging & Dropping
|1.||In Globodox, select the Document Types node in the Navigation pane.|
|2.||Select the Document Type to which you want to add the documents.|
|3.||Using Windows Explorer select the files you want to add and drag & drop them in the List View pane.|
Once the documents are added, you will get a confirmation message box asking you whether you want to delete the added files from the original location (on the disk). If you want to delete the added documents then click the Yes button; if not then click No.
You can also drag and drop documents to a Document Type from the All Documents, Folders and Tags nodes.
To Create a New Document by Dragging and Dropping Text
|1.||In Globodox, select Workspace > Document Types in the Navigation pane. |
|2.||Select text from an RTF file (Rich Text Format), like .DOC files, HTML files, .EML files, PDF files etc.|
|3.||Drag this text and drop it in the List View pane. A new document will be created containing the text you selected.|
By default 50 documents will be displayed in the List View pane. If you have added more than 50 documents they will moved to the next page. To view the documents displayed on the next page use the Next button below the List View pane.
|•||You will be the Owner of the documents, that you have added.|
|•||To view documents based on their types, expand the Document Types node in the Navigation pane of the Globodox main window and select a document type (e.g. Invoice). All the documents that have their Document Type set to Invoice will now be displayed in the List View pane.|
|•||Dragging & dropping email messages and email attachments from Microsoft Outlook, Microsoft Outlook Express and Thunderbird 9.x is supported.|
Create Data Fields for Document Types
Set a Document Type of a Document
Delete a Document Type