Importing a book folder
Adding collected documents to a book is as easy as importing a folder. Tabs and sub-tabs will be created automatically based on your folder structure. You can import a folder after creating a new book or within a new tab.
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After creating a new book, drag and drop the meeting folder that contains your documents into the Build book window.
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Your files will begin uploading and converting, and a tab structure will be created automatically based your folders and sub-folders. Once all files have been converted, you can review and update the book as needed.
Note
Drag and drop is not available in the Safari browser. To use this functionality, use a Chrome or Edge browser.
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To import a folder in a new tab using drag & drop, select and hold a folder from your desktop or file picker, and then drag it to an empty, top-level tab.
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To manually import a folder, select Import folder.
Or, you can select the Tab menu and select Import folder.
Note
You cannot insert a folder in a tab that contains documents, placeholders, or sub-tabs.
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A Folder picker window opens, from which you can select a folder to import.
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After selecting a folder, the Upload Folder window appears. You can view the folder structure, including sub-folders and documents, on the Content tab.
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To reorder the documents within their respective tabs and subtabs, select and hold anywhere in the document's row, and then drag the document to its new position, which is indicated by an outline. Release the document to move it here.
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To remove a document, select the Delete icon.
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If you upload one or more Excel files, you can choose whether to include all worksheets or only the active worksheets in the book. Select the Options tab to view this option.
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The Include all worksheets from spreadsheets option appears. By default, this option is disabled, so only the active worksheet from each spreadsheet uploads. To enable it and upload every worksheet from the spreadsheets, select this option.
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To begin uploading the folder structure and documents to the tab, select Confirm.
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The documents will begin uploading and converting, and a tab structure will be created based on your folders and sub-folders.
