14.36 How to Import an Existing Document into Tradepoint

Within Tradepoint you can import a New Document in multiple places. The process to import a Document will be the same wherever the Document is created. This functionality within Tradepoint provides an innovative and dynamic tool for document management in a business software application.

From any Contact file within the Collaborative tools section of the toolbar you will see a small icon labeled Documents.  Clicking this icon will open the main window to view any existing Documents associated with a contact.

Document management within Tradepoint is also structured by Categories so any existing documents will be organized by Category. An example of this is shown below.

Clicking on the New Scanned Document icon  will open a wizard to walk you through adding a document with a Scanner attached to your computer. Clicking on the New Documents icon  will open the main page to import a new document from within Tradepoint with. When the New Document icon is clicked the main screen you will see will have options to create a New Document, establish a link with a current Document and import a Document from your computer's hard drive.

To import a Document you will need to use the section for creating a New Document shown in the screen view below. This will be towards the center of the main page and is shown in the screen view below.

Simply check the circle next to Import Document and then click on the folder on the right side of the screen. A window to access other portions of the hard drive on your computer will open and you can choose the Document you would like to add to the file within Tradepoint.

From there simply set any Security Settings and Save your changes to the Document you have Imported into Tradepoint.