Using the Briefcase

The briefcase is the main section used for storage through the web. Each user has their own individual briefcase where they can scan or bring in local files to store into the Docubase database or workflow. It can also be used to bring in files that are all ready stored and inject them into a folder or Docubase workflow.

To access the briefcase click on the Storage button at the top, this will open your briefcase. The briefcase is split into three sections, left section has your index forms, the middle section has your list of documents and other document options and the right section is for the document preview. Below is an example of the briefcase.