You can add single or multiple files to the Vault using the Add to M-Files selection from the context menu, drag-and-drop, or cut/paste. If you have the desktop client installed, you can save a document from an open application. If you are accessing the Vault through eCounsel, you can drag-and-drop the document onto the Document Vault tab for a matter and the document will automatically be attached to the matter.

The following methods are available if the desktop client is installed. If you are using the Web interface or eCounsel, see Adding Documents through eCounsel.

To save a single or multiple documents to the Vault using the context menu:

1. Select the file(s) to be copied. 
2. Right-click the file(s) and select Add to M-Files from the context menu.
3. Enter values for the fields in the metadata card. 
4. If you are saving a single file, click Create.
5. If you are saving multiple files and you want to save all the files with the same metadata, click Create All. Note that the original file name will be duplicated on each of the newly created documents. If you want to define different metadata for the other files, click Create.

Note: Using the context menu to add multiple emails to Document Vault does not populate the metadata.  Use drag-and-drop when adding multiple emails.

To save a document from an open application:

1. In the open application, click File and select Save As.
2. Navigate to the M:\ drive (or whichever virtual drive that contains the document repository).

or

1. In the open application, click Save to M-files on the M-Files tab of the ribbon.
2. Navigate to the M:\ drive (or whichever virtual drive that contains the document repository).