Import documents from folder

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TaxWorkFlow can automatically upload documents from any folder of your PC.


Select “Clients>Import documents from folder”.


First select a destination folder:



Next select source file directory:



Now you need to map loaded directories to clients. Press the appropriate button and assign a client for each directory from the list.



Check all rows you would like to import and press Import documents button:



Now all documents were uploaded to the system and assigned to clients.