How do I import documents to Primafact 6?

Importing documents to Primafact 6 via Drag & Drop and the Import Menu

Types of Files that you can import to Primafact

Primafact will import the following file types as “native” Primafact documents: 

• Word
• PDF
• msg 
• JPG
• TIF
• BMP

Once Imported, a document is considered a “native” Primafact document, which is stored in the Primafact database.  Native documents supports document coding, including annotations, Team Flags, and Profile field coding.

Documents scanned to the network or Primafact can be imported to Primafact using the options below.  See Importing Email for special guidance on importing email and attachments.

How to import

Files can be imported to Primafact via:

• Drag & Drop from Outlook or file folders
• Import Documents menu option
• ****Scanning directly to Primafact (requires being connected to a TWAIN scanner)

Drag & Drop Import

1. Select the desired tab or section destination in Primafact.
2. Drag & Drop from the source location to the desired Primafact location

Import Documents Menu 

1. Select the desired tab or section destination in Primafact.
2. Right-click and select New → Import (Alternatively, click on Tools → Import Documents)
3. You will be presented with the Import Documents window below. It is divided into two 
   parts: the left shows the folders in the file system; the right shows the documents in the 
   currently highlighted folder:
   
4. Select the files you want to import by checking each selected document (or by right clicking and choosing Select All).
5. The bottom left of the window shows the location in Primafact where the checked documents will be imported.
6. This usually defaults to Scanner Inbox. A different Primafact folder can be specified by clicking the Destination Folder Doing so will display the Select Primafact Folder window, where you can navigate to the desired Primafact location.
7. The selected documents can be moved or copied into Primafact.
   1. When COPY is chosen, it will leave the selected documents on the network folder location, these “source” documents will NOT be deleted.
   2. However, when you select MOVE, the files in the file system folder will be removed after they have been imported to Primafact. This is to help users with workflow, the assumption being that PDF and Image files represent scanned documents which only exist for the purpose of being imported into Primafact, and once imported they are no longer needed.