How to import Document Files



How to import documents

  1. Select View - Document and click Import document(s).

  2. Browse for or select the document/documents you want to import.

  3. Click Open.

  4. Fill in any information you want to record about the document in the document card that opens.

  5. The program checks whether any of the files you have selected already exist. Only the document name is checked. If it already exists, a message will be displayed showing the files that will not be imported.

  6. Click Save and close the document card.

The selected documents are copied to the entered document location and the document list is updated with the documents you have imported.

Furthermore, you are able to import documents with the help of the appropriate button in the Document tab in the Contact, Company contact, Activity, Project and Employee Register modules.

Importing using Drag & Drop

Documents can also be imported via the 'Drag &  Drop' method. For this you need to open Windows Explorer so that you can see and select the file you wish to import into Mamut. At the same time you need to have the document list in Mamut open. Now hold down the left mouse button and drag the document from Windows Explorer into the document list in Mamut.

Remember that you select several documents at once by holding down the [CTRL] key on your keyboard and at the same time clicking on the files you want to import.

You can also import documents by going to File - Import - Document - Import document(s).


Importing Documents

User Settings for Documents

Documents