Upload selected documents from the document archive
From the open document archive, you can upload documents directly to the postbox (of the respective user). Proceed as follows:
If necessary, open the document archive using the DATA MAINTENANCE, SEARCH DOCUMENT ARCHIVE command.
Search for the documents to be uploaded.
In the context menu of the selected documents, select the command UPLOAD SELECTION TO POSTBOX. Alternatively, you can use the "Upload selection to postbox" icon in the document archive toolbar Upload to postbox" icon is available. The documents are uploaded to the user's postbox.
A document cannot be deleted in the Infront Portfolio Manager if it has been uploaded to the postbox. This means that you cannot accidentally delete documents that are already in the mailbox and can therefore always track which documents have been sent to the customer, for example.
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