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Insert or Import Attachments

There are several ways to insert paper or electronic files into the database.  These steps can be a manual or automated process.  For manually insterting content into the database either one at a time or a multitude at a time, view related links under the below "See also" (bottom of this page). 

If you need mass importation of electronic files, constant importation of electronic files (ie:  fax, email, reports, print streams, copier/mfp integration, OCR converstions), or automated solutions; you will need to use the Import Module.  The Import Module comes standard with the Batch Scan Module (not to be confused with the Smart View Batch Scan Seat), see more about the Import Module (also referred to as the Import Services feature) within the Advanced Functions section of this Help Center.  Click here to view the Import Module/Import Services section.


 

 

Articles in this section

Attach File
Batch Scan via Smart View Batch Scan Seat
Attach File via scanner
Save To IMS
Print To IMS

 

See also

Insert Attachments
Define or Index Attachment
Delete attachment
Open or View attachments
Navigate within a document
Attachment Features
Make changes to document