Importing Existing Documents

To add an existing document to an Account, open the relevant Account window and drag-and-drop the file into Commit. This will automatically link the relevant Account to the newly created document. All documents managed within Commit can be opened by double-clicking on them in Commit.

In some cases, you may want to import a whole folder of documents and link it to a Commit Account. You can import multiple documents into Commit using one of the following Import Documents Folder 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.
 
Important: When importing multiple documents, Commit stores links to the original files rather than copying the files to the Account documents folder in Commit. If you want the files to be copied to the Commit documents folder, copy the folder with all the files in the Commit folder, and then import them into Commit.