Export documents directly from Primafact to online portals and document share sites with the Portal Upload tool.
You can now upload PDF documents to browsers directly from Primafact. This eliminates the “extra step” of dragging documents from Primafact to a local folder before exporting to locations in the Cloud.
- What Gets Uploaded?
- Upload Via Browser
- ▶️ Video Tutorial Link: Portal Uploads
- 🔗 Related Links: Portal Uploads
What Gets Uploaded?
Documents are uploaded to portals as individual documents, whether you are uploading documents one-by-one, or uploading multiple documents at one time (see Bundle Binders for information on uploading documents as tabbed PDFs).
The Portal Upload Tool does not support linked documents located outside Primafact.
Uploaded documents are copies; source documents remain in Primafact.
Upload Via Browser
To copy documents directly to browsers or other locations outside Primafact, including Windows Explorer location:
- Select your documents
- Click the Export Button on the Primafact toolbar
- A separate window will appear:
- The blue box will turn green when documents are ready to upload.
- To add markup (optional), click the Options button and select the desired checkboxes.
- If not updating selections: click Cancel to return to the previous screen.
- If updating selections, click Apply (box will darken if you adjust selected checkboxes). Documents will re-load to match selected markup.
NOTE: Included markup defaults to last-used selections (by you).
- TO UPLOAD DOCUMENTS TO DESTINATION PORTAL: Click the green box and drag to your target window. (The green box will not move, but you will see a small "add" icon accompany your cursor:
- Confirm your selections in the destination portal.
- Close the Upload from Primafact window.