Entities Enhancements while Moving or Uploading Documents

Modified on: Wed, 1 Mar, 2023 at 4:57 PM

Select the entity when moving files from your Unfile in one click and now you can override the default entity of a folder when uploading documents on the Upload Preference.

If you are using the Entity feature, you will love these enhancements:

Managing Entity - New location

To manage entities, you can now click on the settings icon.

Select Entities while Moving Documents

Now you can add or override the default entity while moving documents from the Unfiled section to company or personal folders.

Info! If you have an essential vault or moving documents to a company folder, the default entity will always be tagged. However, you can add other entities.

Override default folder entities while Uploading Documents

Users can now override the default folder entity while uploading a document/documents by selecting the entities that need to be tagged and enabling the Upload Preference toggle button before uploading the document.

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