InstaDocs

InstaDocs Usage

Description

Below are the details that you need to read while watching the InstaDoc usage video.

A company whose folder does not exist in Document Directory

The way InstaDocs creates a new folder for each vendor or customer is either by drag and drop or manually creating the folder.

Manually Creating the Folder

Here are the steps.

  1. From InstaDocs tab in sage find the exact path of the folder that it is looking for.
  2. Create the folder in FileBridge.
  3. Make sure to remove the trailing \ from the folder name.
  4. On your computer drag or copy the files from your computer into the customer\vendor folder that you created in step 2.
  5. Hit refresh in InstaDocs tab and you will see the file that was added.




Drag and Drop Method

Since it is a hosted environment, drag and drop from your computer is two steps.

Demonstration in the below video
  1. You will need to Map the FileBridge drive and then simply copy the file to anywhere on the FileBridge drive for e.g. in A:\Group.
  2. In the InstaDocs Tab simply click on OPEN, it should open up File Explorer on the hosted server, now simply drag and drop the file from the location in step 1 to the InstaDocs folder. This will automatically create a folder and copy the file inside.


Add a document to an existing Document Directory - Demonstration in Video from 2:45

If you want to add a file to the existing folder, simply browse to that folder from FileBridge and add the files for e.g from  your computer add the files directly to :\APPS_Data_RW\InstaDocs\VSB_AP\002X_Parallets CP Software INC  and you will see them in the InstaDocs tab in Sage

OR you can use the two steps mentioned earlier.

Video on InstaDocs Usage


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