Docufree Help

# The File List

The file list section can be separated into the following areas:

File Tabs

The breadcrumb trail identifies your location within the filing structure. It can also serve as a navigational tool. Click directly on a breadcrumb link to return to a top-level location, or click on the drop-down arrow to access the sub-locations.

# Tools

Task Description
Add File Add File You can add a file to your inbox using the Add File icon. The methods to add a file are Capture Center, Html, Word, Excel, and Powerpoint.
Open as Group Open as Group Open multiple files together under the same group tab. Actions on the group can save time. For example, sending a secure email for a group of files rather than for each individual file.
Move File Move File Move a file to another folder.
Copy File Copy File Copy a file to another folder. The original remains in its original location.
Rename File Rename File Rename the selected file. Only one file can be renamed at a time.
Delete Delete Delete selected items and move them to the trash bin. If the item is a link then only the link is deleted; the original file will stay intact.
Link Files Link Files Links the selected files in this location.
Bind Files Bind Files Binds the selected files in this location.
Request OCR Request OCR Requests OCR for the selected files.
Export Export Export the current list content to an Excel workbook.
Save to My Tabs Save to My Tabs You may personalize your Docufree experience by adding sub-tabs called My Tabs to your Home tab. If you frequently access certain locations, you may add these as My Tabs so you can access them without having to drill-down from the Files tab.
Combine Selected into PDF Combine Selected into PDF Combine selected files into a single PDF file for printing. This tool is only active if you have selected more than one item.
Zip Selected Zip Selected Combine selected files into a single zip file for downloading. This tool is only active if you have selected more than one item.
Workflow Workflow Submits selected files to a workflow. Clicking this button will display a list of workflows to which you have submit access.

# Item List

Depending on the view options, the item list may include index columns in addition to the standard file information. The following only documents those standard file columns.

Column Description
Selection Box You can select more than one items to perform a given action.
  • Select the checkbox to the left of the file and then perform the action.
  • To remove the selection, click the checkbox again.
Name The name of file. Click this name link to view the document.
Size The file size.
Added The date and time this file was introduced to Docufree.
Doctype The document type for this item.
WF Status The current custom status of this item within the workflow (if applicable). If the file has been to several workflows, this is the status of the most recent workflow.

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