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.