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
- Select Entities while Moving Documents
- Override default folder entities while Uploading Documents
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.
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.