Add Documents to CardFiles

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.

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:

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 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.