EDI Concepts Inc

EDI Enhanced EDocs Drag-N-Drop Expanded

The drag-n-drop has been expanded to include a drag from almost anywhere in windows except Outlook. (Drag an attachment from an Outlook email to the desktop then drag to InStar) The user can now drag-n-drop 1 or more files setting in motion the filing of a documents in a more efficient manner by not requiring as much user input.  Further, from the InStar Email Inbox the user can drag-n-drop attachment files to a client window.

You Quick File Folders are available from the “Other” button on the Client window to open a folder in Windows Explorer.

Drop a file from any location on your computer onto the Client Window, or drop on a policy to file to a specific policy. If dropping multiple files they will all be filed to the same Client.

A Note on Microsoft Outlook – You cannot drop files or email directly from Outlook.  You can however drop an email or file from Outlook to the desktop and then drag-n-drop from there.  Still very fast.  (If you file an email this way the email is part of eDocs and NOT part of the Letters. We strongly recommend you file email from the InStar Email Inbox which now stores the original Outlook email so storing in eDocs is no longer needed. Additionally email Receipts Read/Delivery Failure can now be attached directly to the Sent Email in InStar. Everyone in the office should handle email in the same way, either into Letters or into eDocs. 

EDI Concepts Provides Support and Programming Services for InStar and NOVA SalesPro