Add Documents to CardFiles |
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Add a document via drag and drop To add a document to a cardfile, view the cardfile, then drag and drop the file (from the drive/network) directly onto it.
A document added in this way would normally be flagged as Hidden, meaning that it won't be displayed in a document list, unless the Show Hidden icon is selected.
Add a document from clipboard Right click on the document and select copy.
With the cardfile in View or Edit mode, select the Add Document from Clipboard icon in the ribbon:
Add or link an existing document using the Documents tab Manually add or link to an existing document directly from the cardfile Documents tab, as follows: ▪open the cardfile in Add or Edit mode ▪go to the Documents tab in the footer ▪select Add New, or Link Existing ▪select the document from the list.
See Add or Link Existing Document for more detailed information.
Unlink/delete a document from a cardfile Unlink a document (ie. remove the link) or delete a document from a cardfile in this manner: ▪open the cardfile in Edit mode ▪go to the Documents tab ▪select the document from the grid ▪select Delete Document or Remove Link.
See Add or Link Existing Document for more detailed information.
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