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Add documents in the SPbinder by dragging and dropping
note
Documents added through drag and drop don’t go through OCR processing.
Drag documents into the
Document Viewer
or Index/Review Tree
to add them into the binder. Documents added in this way don’t go through OCR processing. If you want the additional documents to go through OCR processing, you can use Add Document
in the binder menu or press CTRL+L
.You can also add documents using FileRoom.
Follow these steps to add a document to SPbinder by dragging it into the binder:
- You can add PDF, TIFF, Excel, Word, and Outlook emails by dragging them into SPbinder. If you drag the document into SPbinder anywhere other than theIndex Tree, the document will be added underThumbnailin theNot Indexedfilter.noteExcel files with hidden sheets are not supported. Please delete the hidden sheets from the Excel files before uploading the files, make the hidden sheets visible before uploading the files, or don’t upload those files.
If you drag a document to a particular folder in theIndex Tree, the document will be inserted in that folder.noteYou can drag a file to a proforma'd placeholder in the Index Tree to use that proforma.
- TheJobs in Queuewindow will open.
- If there is an error during processing the additional documents, the documents will appear underIn Queue. You can select the additional documents and selectEditto edit the details and resubmit the additional documents.
- If you try to close the binder immediately after theJobs in Queuewindow closes, you'll be notified that you need to wait until the upload completes.
- Wait for the documents to finish processing before you can upload more documents. If you try to add additional documents while some are still processing, you'll see a message notification. This message will appear except for GoSystem and CCH Axcess binders.
- If the documents were added to theIndex Treewithout using proforma, theAdd Workpaperwindow opens. Type a name inWorkpaper Nameand selectSave.
The document will be associated in that folder. 
This article applies to:
- Product: SurePrep
- Sub Product: SPbinder
Related content
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Add documents in SPbinder
Format:
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12 min read