Fig 1

Securing these documents in the Tree puts them under much tighter control and offers a much higher level of security to the document contents.

In order to secure an Un-Filed Document in the Treeview.

Select 'Filing' option in the Utilities area on i-Memorize

Navigate the Tree to the Destination Folder you want to secure your document

Drag the document from the Un-Filed documents list and drop it onto the Destination Folder. This will display the Document Add panel (Fig 1) which will be pre-populated with the information you entered in the Data Entry Portal when you initially put the document under the control of i-Memorize.

Once you have made any changes you wish to make on this panel select 'Add' and the document will be added to the Treeview in the location you specified.

NOTE: The Release option is NOT available the first time the document is filed in the Treeview