TRIM Tip: Drag and Drop Options

Make sure you have the right Dropped Files options checked to enable dropped files to be created as Revisions.

Tools – Options – Dropped Files Tab – Confirm check in action before continuing

Tools – Options – Dropped Files Tab – Display a data entry form when creating a new Records

The Check In Document box will then pop-up when you drag and drop. You can then attach your document or pdfs as the latest Revision, thereby keeping the complete history of a document development and approval within a single record.

 

TRIM tip12

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