Adding Documents from Windows Explorer

1. Use Windows Explorer to browse to the directory containing your file.
2. Use the mouse to right-click on the file you want to import into DocPoint (see figure 4.5).

   Figure 4.5: Adding Documents via Windows Explorer

   

3. Select 'Add to DocPoint' menu item. A DocPoint document card will appear (see figure 4.6).

   Figure 4.6: Adding Documents - Cabinet, folder, and Outlook Settings

   

4. Enter the following document parameters:

   Subject

   a subject describing the document - by default, this is the file name.

   Writer

   select the author of document.

   Cabinet

   select the document's relevant filing cabinet.

   Folder

   select the document's relevant folder.

   Target date (optional)

   press the '...' button to display a calendar and select a target date reminder for the document.

   Add to Tasks List (optional)

   select this checkbox to add the reminder as a task in your Outlook tasks list.

5. You can tag the document with relevant keywords. This is optional and not mandatory. If you do not want to add keywords you can press the 'Add to DocPoint' button to add the document to DocPoint. If you want to add keywords to the document to improve search capabilities perform the following:
   1. Click on the 'Keywords' tab (see figure 4.7).

      Figure 4.7: Adding Documents - Keywords

      

   2. Select a keyword group.
   3. Select the keywords relevant to your document.
   4. Press the right arrow button to attach the keywords you selected to the document.
   5. Press the 'Add to DocPoint' button.