Agency Platform > How To > Work with Files and Folders > Import Files

Import Files

You can import documents and email messages into Agency Platform using ImageRight Connect. ImageRight Connect works with the ImageRight PDF printer, Microsoft, Outlook, and Adobe add-ins to import documents in PDF format.

To make use of this feature, ImageRight Connect must be installed and running on your workstation. To install this feature, please contact your Agency Platform system administrator.

Detailed installation instructions are located on My Vertafore.

You must log on to My Vertafore to view the installation instructions.

Below, we show you how to import a document using ImageRight Connect. You can modify our example as needed.

  1. Ensure that ImageRight Connect is running. You can do this by double-clicking the ImageRight Connect icon on the Windows Desktop.
    When the program is running, an ImageRight Connect icon appears in the Windows notification area.
    A green dot on the ImageRight Connect icon indicates that the program is running and activated. A red dot indicates that it is running but not activated. You can activate the program by right-clicking the icon, and then clicking Activate.

  1. To log in to the application, enter your ImageRight user name and password, and then click Login.

  1. Click to view the Import Bin. If ImageRight Connect is not running, the appropriate error message is displayed.
  2. Open the file and document type that you want to add the file to. The imported file will be added to the beginning of the selected document.

  1. Open the document to be imported. In our example, we are importing a Microsoft Word document using the ImageRight PDF printer. You could also use the Microsoft add-in to import the document.

  1. In Browser Client, click to view the documents awaiting import.
  2. Select the items to import.
    You can hover your mouse over the preview icon to quickly preview the document. Alternatively, you can click the preview icon to get a more detailed preview. You can click Delete All to delete any selected documents that you no longer need to import.
  3. Select Split PDFs to split any multipage PDF files into separate PDF documents. Each page of a multipage PDF is split into a separate PDF file.
  4. Click Import To Current Location to import the document.

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