Import Document

Overview

SuiteFactory provides a means to individually import documents into SuiteFactory's SuiteVault in addition to the automatic import mode. 

See below for details.

Manage Controlled Documents (Import Document)

Select the "File Cabinet" you want to Import the file into and click the "Import" Icon and the following Window is displayed.

Manage Controlled Documents (Import selection document)

Select the document you want to import and click the Open button and the following Window is displayed.

Importing Controlled Documents

Note: When manually importing documents the source file may be deleted, moved to a sub-directory or left in place depending on the options set in the database configuration.

Select the file you want to import into SuiteVault, modify the File Name if needed and click Import and close this Window.  You should also fill in the customer created data fields that can be used for locating and describing this particular document.

The Imported file is now assigned to the selected "File Cabinet" that is highlighted above.