The Document Tray

The document tray is a utility of the FileHold document management solution that allows users to collect and perform actions on documents that are filed in various folders throughout the records management system.

The document tray behaves much like a shopping cart in an ecommerce application in that it provides a temporary holding bin for documents that users wish to perform actions on.

Document Tray Functions

The document tray helps users perform the same actions on documents that are stored in different folders. All actions available on the FileHold document management system toolbar and right click commmands are supported in the document tray including get copy, check out, move/copy, email, link and delete.

Opening the Document Tray

Click on the Document Tray button at the top of the file structure of the FileHold document management system to open the document tray. Once open click the close button to close the tray.

  Top Menu FDA      Icon on lower right FDA

Adding Documents to the Document Tray

There are multiple ways to send documents to the FileHold to the Document Tray

1. Go to the folder location. Select the document you wish to add to the document tray.

• Right click on the file that is to be sent to the document tray and select Send to > Document Tray

 Note: Users may select multiple documents and send them to the document tray en masse.

2. Drag and Drop documents from one or more locations in the document management system

• Select document(s) from one or more folders and then drag and drop them to the document tray

3. Users can also open the document tray first. Click on the document tray icon located in the lower right of the FileHold Desktop Application interface

• Select the documents to move and then drag and drop the documents into the document tray
  

Removing files from the Document Tray

Select the documents you wish to remove from the tray and click the Clear button located in the top right of the document tray

Note:  Documents that are added to the tray are not copied or moved. The document tray is only making reference to the documents located elsewhere in the document management system.

See Also:

The Inbox