Description

Drag & Drop A File

The Drag & Drop A File process provides a quick and intuitive way to upload files directly into DEXIT.

Users simply grab files from their desktop and drag them to the designated drop zone on the DEXIT panel.

Once dropped, users can personalize the description of the uploaded file before confirming with a single click.

The system automatically refreshes to display the newly added record in the report grid and shows a preview of the file content, allowing for immediate visual confirmation of the uploaded material.

How to Drag & Drop (Insert) a File into DEXIT

• Step 1 - Select a File

Select a file from your desktop or from any folder location. In the example illustration below we are selecting a PDF file from the desktop. Select the file with the Left Mouse Button.

• Step 2 - Drag-and-Drop the File

Drag-and-Drop the file to the Drop Panel location. This is represented by the yellow highlighted area.

• Step 3 - The "Record Will Be Added" Form

The "Record Will Be Added" Form will appear.

• Step 4 - File Description

The Name of the File, in this example illustration, "Sea fables explained - H. Lee (1883).pdf" will appear on the form in the field titled 'Description'.

• Step 5 - Save the Record

To save the record click on the button referenced by a Green Check icon in the upper left corner of the form.

• Step 6 - View Added Record

The record will be added to the Report Grid list (as shown in the illustration) and the Previewer Panel will show an image of the record added, in this example the record contained a PDF file so the first page, the book cover, is shown.