Another way of indexing documents in the Sage Paperless Construction system is to ‘drag and drop’ the electronic files (i.e. Tiff images, MS Excel® spreadsheets, MS Word® documents, PDFs) onto the Sage Paperless Construction Desktop. This includes the ability to 'drag and drop' URLs.
When dragging a file into the Sage Paperless Construction main window, a Drag-N-Drop desktop similar to the following displays:
To choose an option, use the mouse to move ("drag") the file into the specific squared area and release ("drop") the mouse button.
Open File |
Open the file in the main viewer.
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Create Batch |
Open the New Batch Wizard to create a new batch of documents.
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Index |
Open the Indexer Utility to index and store the file.
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Route |
Route the file to one or more users with the DocRoute™ module.
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Push To Queue |
Push the file to a user's queue.
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Split |
Open the Splitter Utility to "split" the file and assign it to multiple user queues.
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Insert |
If a document is currently open in the viewer window, dropping a file onto the Insert File icon will open the Insert Page dialog box.
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Open In Window |
Open the file in a separate viewer window. Use this for comparing multiple documents. |
If the image being dragged and dropped onto the desktop is not supported by the main viewer, the following screen will display:
This message indicates that the selected file cannot be viewed through the Sage Paperless Construction application. The file can be viewed through its normal viewing application by double clicking the hyperlink. The hyperlink will open the document in its normal viewing program. Additionally, the file can be indexed in Sage Paperless Construction by clicking the Indexer icon on the Capture tab.
Later, when searching for this document in the Sage Paperless Construction system, it will display as a hyperlink that can be opened in its native program.
For the Create Batch, Split File and the Insert File functions, the following dialog box will display:
