How to import documents. The drag-and-drop feature

 

The recommended way to import a document into Kleos is by using the drag-and-drop option. Kleos will show a dialog window to complete the import. When you drop the document into an opened case, the document will be imported into the case.

 

When you drop the document into the cases list or any other Kleos screen, the case field on the dialog window will be empty, and you will have to select a case. It is possible to drag-and-drop a set of files. This is the easiest way to import a set of documents. The “Import” button imports the documents one by one, asking for the specific details of each document.

 

The “bulk import” button imports all the documents without including the details of the documents. This is the quickest way to import a set of documents. It is possible to drag-and-drop attached documents from Outlook.

2016-06-04 (2)