Firm Central Drag and Drop guide
Firm Central features the ability to drag and drop your documents and folders into Firm Central for storage and anytime access. This import feature can be access in two ways- from a desktop computer to the Firm Central website, or from a desktop computer to a Firm Central folder using Windows explorer.
From a Desktop computer to Firm Central website.
• Click on the Document tab
• Begin by opening your desired location in Firm Central. This can be My Documents, Firm Library, Open Matters, Closed Matters or any subfolder within these categories.
• From your desktop computer, open the folder where you have stored the documents you wish to import to Firm Central.
• Select the required document(s) NOTE: To select more than one document, hold down the Ctrl key and click each required file. Holding down the Ctrl key and the A key will select all folders and documents on the page.
• Click and hold the left mouse button then drag the file(s) into the opened Firm Central folder in your browser. The selected target folder will be highlighted in green, or if inside the folder, a green highlight box will appear around the selected target location.
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• Release the mouse button to drop the file(s) into the desired folder.
An upload dialogue box will open, it displays the list of folders/ documents to be uploaded. Firm Central will show the progress on the file(s) being uploaded. You have three options from the window:
1. You may remain on the screen while the file(s) upload.
2. You may cancel the upload and any remaining items will not be uploaded.
3. You may select the ‘Open New Tab’ button. This will open a new Firm Central tab, where you can continue to perform other work while the upload completes.
• After all the files are uploaded, click Close.
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• To monitor the status of your upload, click on ‘Upload Queue’ on the footer of the screen in your second Firm Central tab.
From a Desktop computer to Firm Central Desktop folders
Firm Central’s desktop integration adds a Firm Central section to the groups of folders displayed in Windows explorer on the computer. This section can be expanded to view all of your folders. Users can use the drag and drop functionality to copy documents and folders into Firm Central via this Firm Central section in Windows explorer.
• Begin by opening a Windows Explorer window and navigate to the Firm Central directory.
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• Next, open a separate Windows explorer window and navigate to the folder which contains the documents you wish to upload to Firm Central.
• Select the required document(s) NOTE: To select more than one document, hold down the Ctrl key and click each required file. Holding down the Ctrl key and the A key will select all folders and documents on the page.
• Click and hold the left mouse button then drag the file(s) into the opened Firm Central folder listened under the Firm Central parent folder.
• Release the mouse button to drop the file(s) into the desired folder.
Once the file(s) are pulled to the destination folder, the system will display a progress bar to indicate that the upload is active.
To monitor the status of your upload, right click on the Firm Central status icon on your taskbar.
It will either be along the taskbar or in a popup menu, depending on your personal desktop settings.
NOTE: When uploads are completed using either method, they will be accessible immediately. However it may take up to 24 hours for the documents to be indexed and available in searches due to the bulk import process, which allowed for the upload of a large number of items at one time.
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