Managing Documents

Managing Documents

Back to Table of Contents

Importing Multiple Documents at Once

Select the Category in which the Documents should be imported.
Then choose Documents… from the File / Import menu and select the desired Documents.

Creating an Item with a Document

When you create a new Item, you can use the corresponding* Document Item icon to create an Item for a Document.
You can also add Document Fields to any Item.
In Edit mode you will see an import button. In non Edit mode (if there is already a Document stored) an export button.

* PDF, RTF, TXT, iWork (Pages, Numbers, Keynote) and Office (Word, Excel, PowerPoint) Documents are supported.

Safe + for Mac Create a Document.

By selecting a Document you will open a new window. This window can be resized and you can scroll through the whole Document.