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BDMS Insert Email

1.  Open email, click Forward Button on Toolbar.

BDMS Insert

2. Highlight the entire email and hit Ctrl C on keyboard.

BDMS Insert

3. Open Doc Mgr.

4. Bold the application where the insert will occur.
(Confirm no batches or queries open in Doc Mgr)

BDMS Insert

5. Right click on Application, New Document, Clipboard Paste.

BDMS Insert

6. Copy of email will appear in Doc Mgr Index Box.

BDMS Insert

7. If this is the first time a Document ID is used proceed as normal.
If this is an attachment to an already been Indexed key Document ID, enter Document ID, F4 on keyboard to attach additional pages.

Contact Information

Help Desk
859 622 3000