Add Pages to Folders

Documents are represented as Pages in Document Management and are imported from a location on your system into FOIAXpress. The Pages are then added to a Folder where document review and processing can occur. The imported page files types are automatically converted into TIFF during the import process. FOIAXpress also allows native file formats such as .doc, .xls, .ppt, and .wpd to be imported into Document Management, however users will not be able to draw redactions for these file types. In order to store a file in its native format, the user must select the appropriate option when creating the Folder.

Notes:When adding MS Outlook emails (.msg) for redactions, the attachments must be in one of the supported page file types or ZIP format.

Pages cannot be added to a Folder that already has redactions.

Steps to Add Pages to Folders

1. Click Document Management > Search Folders. The following screen displays:
   

2. Enter search criteria as necessary to locate the Folder you want to add Pages to.

3. Click Search.

4. From the search results, select the checkbox next to the Folder you want to add pages to.

5. Click Open Folders. The Document Management screen displays as shown below.
   
   

6. Right-click the Folder or Section within the Folder. A menu displays as shown below.
   
   

7. Click Add Pages. The Add Pages screen displays as shown below.
   
   

8. Click Attach Files or drag and drop the files containing the Pages you want to add to the Drag and Drop Zone.

9. If you clicked Attach Files, select the files you want to add, then click Open. If you dragged and dropped the files, skip this step and proceed to step 10.
   

   Note: All added files displays on the Files List.
   Note: When using the Attach Files method, multiple files can be opened simultaneously by pressing and holding down Ctrl while clicking the files you want to add, and then clicking Open. If the files you want to add are listed in the folder consecutively, click the first file in the list you want to add, press and hold down Shift, click the last file in the list you want to add, and then click Open.

10. Click Add. A verification message displays as shown below.
    
    

11. Click Yes. A confirmation message displays as shown below.
    
    

12. Click OK. The Page(s) added display under the Folder or Section.

    Note: The Options for Adding Pages portion of the screen above will only appear if the Folder does not have Sections.

Note: If you try to add Pages to a Folder without Sections, the following message displays: