For new Bundledocs users, one of the first steps is moving files from the Storage Area to the Work Area. Over the last few weeks we have created the ‘Drag & Drop’ series, which covered a number of ways to move documents from the Storage Area to the Work Area. These include:
- Moving a single document
- Moving multiple documents from different areas
- Moving multiple documents in sequence (that are grouped)
- Moving multiple documents with Bundledocs Bulk Action feature
Remember, for new Bundledocs Users, when moving documents from the Storage Area to the Work Area, make sure the dash line appears before dropping the document(s) into the area. The dash line appears as a guide to ensure you are dropping your documents in the correct area.