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How do I upload a document?

Table of Contents :

How do I upload a document?

1. Login to your account using the username and password provided.
Note: These login details will be the same as the FLYdocs web platform.
2. Select a Client from the Client dropdown and then select 'OK'.
3. Select the tab Scan at Source at the top of the application.
4. Select the sub tab for 'Template Scanning'.
5. Select a particular centre.
6. Select a component type and component from the combo boxes provided.
Note: Selection of both fields are mandatory.
7. The page will then update listing the Records Library for component selected.
8. Select the 'View' icon at the right side of the component row to enter the Box/ Folder level window for the selected component.
9. By default Detailed View loaded. Click on the View dropdown and Select View option.  
10. From your PC, drag and drop the documents that you want to upload.  
11. Then select the 'Upload Folder' button at the top of the page.  
12. It will show you Popup. Click on the OK button.  
13. It will show you Popup window. Click on the OK button.  
Note :   If there is no Tiff/Pdf files are on the uploads and contain files i.e Videos, Xlsx, Docx, etc., then the OCR process will be skipped for these files.     



Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.

Choose files or drag and drop files
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  1. Lauren Partridge

  2. Posted
  3. Updated

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