Create a document using the drag and drop method

General

Perhaps the easiest way to create documents in Flow is by dragging and dropping files directly from the operating system's file explorer.

• You can drag and drop a single file or multiple files at once. In Flow, files automatically receive a document card, but it's advisable for the user to verify the property information themselves.

• During import, you can move the documents to the collection basket and make changes to the document properties in bulk as batch changes in the collection basket.

  • It's recommended to select the classification of the document first to ensure that it's correct for the documents being imported.

• After that, you can drag and drop the files you want to import into Flow using the file explorer.

For general information about documents: Documents and their handling.

Drag&Drop

(1) Select the Archive tab.

(2) Choose Documents > Document.

(3) Select Classification.

• Choosing the classification is important because it ensures that the documents receive the correct classification immediately, making them easier to find in searches.

• Flow opens the Search Results list, which includes the area Add new by dragging or Select...

(4) Select files using the operating system's file explorer.

(5) Drag and drop them into the area Add new by dragging or Select...

• Flow adds the documents to Flow and updates them in the search results list.

• Flow assigns an ID to the documents.

• Flow sets the document name as the file name.

(6) Recommendation: Select each document, review and edit its archive information, and add necessary connections.

• Edit object properties.

• Add connections.

• You can also edit object properties using the collection basket: Edit object properties.