Attach, Move and Searching Training Reference Guide
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This manual is written for an audience that already is familiar with etfile. You should know, at the very least, how to scan, send or print documents into the etfile Inbox or Cabinets. You should also have the skills to utilize the Integration Toolbar and basic knowledge of what a Contact, Cabinet, Folder and Document Descriptions are in etfile.
The purpose of the Attach and Move Feature is to attach a document to a client, add a description for the document and then file the document to a folder in a Cabinet in etfile. You can accomplish this by selecting a document in the etfile Fileroom within your Inbox or a file located in a Cabinet and selecting the Attach and Move option.
