Digital Transformation
Solutions
The Platform
About DocuWare
Start your free trial

Adding Documents by Drag & Drop to Already Stored Documents

Dragdrop_header_ENSay you’d like to add a delivery slip to the record of a previously stored invoice. It’s simple with DocuWare Client. Just drag the delivery slip from the basket and drop it on the invoice appearing in a result or task list. You can also decide in which order the documents should be combined. Here’s how:

Step 1: Scan the delivery slip; it appears in the basket.

Step 2: In a second work area in DocuWare, open a result list which contains the invoice.

Step 3: Drag the delivery slip onto the invoice in the result list.

Dragdrop_dragEN

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Step 4: A new window will open automatically. Choose the “Clip“ command:

Dragdrop_clipEN

 

 

 

 

 

 

 

 

Step 5: Choose the order in which the documents should be combined:

Dragdrop_selectorderEN

The delivery slip and invoice will form a new DocuWare document that contains two files.

Topics: DocuWare Client, Tips & Tricks

Comments

Monthly Newsletter for Users

Like these great tips? Subscribe to the monthly UserInfo Newsletter that collects all of our tips and tricks into one easy email.

UserInfo Newsletter Registration

Instant Updates

Subscribe to the Product Announcements blog and get instant email notifications when a new article is published.

Most recent articles