CompleteEmpire

Managing multiple document files

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Within the DMS and throughout CompleteEmpire selecting multiple files to import or attach to a contact log (send as email), attach to an account etc. follows a similar process.

Multiple files can be downloaded from the DMS as a ZIP file.

The same process applies throughout CompleteEmpire.

Example - sending multiple documents from the DMS

Selecting more than one item from the DMS list, you can use the Ctrl or Shift key to select items. The key you use depends on how the selection list is organised and which entries you want to select.

Ctrl-Click

  1. When you hold down the "Ctrl" key and click items in a list, each item remains highlighted. You can select more than one item from any part of the list using Ctrl-Click, such as the first and last items. When you're done selecting items, release the "Ctrl" key and select right mouse button and select the option to attach your selected files to a new contact using "Send".

Shift-Click

  1. If you want to select more than one item and the items are listed consecutively in the selection box, use the Shift key to quickly select the entire group of entries. Click the first item in the section you want to select to highlight it. Scroll to the last item in the section, hold down the "Shift" key and click the item. Shift-Click selects the first item, last item and all items in between.
  2. Use the Ctrl key to select additional items outside of the consecutive group. When you're done selecting items, release the "Shift" or "Ctrl" key and select right mouse button and select the option to attach your selected files to a new contact using "Send".
  1. Right click and choose option {Send} to create a new contact log or {Delete} to delete multiple files from the DMS.
  2. Example Contact Log with the multiple files added.

Example - download multiple documents as a zip file

Selecting more than one item from the DMS list, you can use the Ctrl or Shift key to select items. The key you use depends on how the selection list is organised and which entries you want to select.

Ctrl-Click

  1. When you hold down the "Ctrl" key and click items in a list, each item remains highlighted. You can select more than one item from any part of the list using Ctrl-Click, such as the first and last items. When you're done selecting items, release the "Ctrl" key and select right mouse button and select the option to download your selections, as a zip file using "Download."

Shift-Click

  1. If you want to select more than one item and the items are listed consecutively in the selection box, use the Shift key to quickly select the entire group of entries. Click the first item in the section you want to select to highlight it. Scroll to the last item in the section, hold down the "Shift" key and click the item. Shift-Click selects the first item, last item and all items in between.
  2. Use the Ctrl key to select additional items outside of the consecutive group. When you're done selecting items, release the "Shift" or "Ctrl" key and select right mouse button and select the option to download your selections, as a zip file using "Download."
  1. Right click and choose {Download} to download a zip file of your selected files or {Delete} to delete multiple files from the DMS.

The ZIP file will be downloaded to the "Download" folder on your PC accessed via your browser history or directly using File Explorer/Finder.

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