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Existing documents can easily be imported into RangerMSP using the Import Documents Folder option. You can import document folder using one of the following options:
▪ In the main menu go to Tools > Import > Import Documents Folder. ▪ In the Accounts/Tickets/Contracts/Opportunities window, go to the Docs tab, right click, and select Import Documents Folder. A window will open. Select the folder and files to be imported and confirm. Note that when importing Documents using this option, the documents will remain in their original location on your disk rather than be copied to the RangerMSP Account folder. |
