Docusplit allows users to import documents directly from their PC. To import documents, a user must:
- Click the Docusplit navigation item (or button or interface on the record if configured as such).
- Click the "Upload from PC" button.
- Click "Upload PDF or Image" or drag a file(s) to the file upload grid.
- Click the file you would like to import.
- Click "Open"
To view instructions on how users can import documents from Salesforce records within Docusplit, please see the navigation item labeled, Importing Documents from Salesforce.
Updated over 1 year ago