Document Types > Drag and Drop Documents to a Document Type

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You can add documents to a Document Type by dragging and dropping.

To Add Documents by Dragging & Dropping:

1.	In Sohodox, select the Document Types node in the Navigation pane.

2.	Select the Document Type to which you want to add the documents.

3.	Using Windows Explorer select the files you want to add and drag & drop them in the List View pane.

You can also drag and drop documents to a Document Type from All Documents, Folders and Tags node

To Create a New Document by Dragging and Dropping Text:

1.	In Sohodox, select Workspace > Document Types in the Navigation pane.

2.	Select text from a RTF file (Rich Text Format) for e.g. .DOC files, HTML files, .EML files PDF files etc.

3.	Drag this text and drop it in the List View pane. A new document will be created containing the text you selected.

Note: Once the documents are added, you will get a confirmation message box asking you whether you want to delete the added files from the original location (on the disk). If you want to delete the added documents then click the Yes button if not then click No.

•	You will be the Owner of the documents, that you have added.

•	By default documents added to Sohodox can only be viewed and modified by the owner/creator i.e. other Sohodox users will not be able to view documents added by you unless you share that document.

•	To view documents based on their types, in Sohodox main window expand the Document Types node in the Navigation pane and select a document type (e.g. Invoice). All the document that have their Document Type set to Invoice will now be displayed in the List View pane.

•	You can click the Edit button to edit the scanned document in the Image Editor . Using the Image Editor window you can resize, crop and rotate a document.

•	Dragging & dropping email messages and email attachments from Microsoft Outlook, Microsoft Outlook Express and Thunderbird 9.x is supported. Sohodox also supports preview of .msg files imported from MS Outlook.

Page URL: http://www.sohodox.com/docs/help/index.htm?drag_and_drop_documents_to_a_document_type.htm