Display the File Drag and Drop in Checks

Written by
Manuelito Macalinao
Published on
January 30, 2024 at 2:31:23 AM PST January 30, 2024 at 2:31:23 AM PSTth, January 30, 2024 at 2:31:23 AM PST
Scenario

The user needs to display the File Drag and Drop feature in Checks form/page.

Solution
  1. Login asAdministrator
  2. Navigate toSetup>Customization>File Drag and Drop Setup
  3. Global Destination Folder:Select the preferredfolder
  4. Error Message Recipient:Select therecipient
  5. ClickSave and Next
  6. ClickNew File Drag and Drop Record Type
  7. Custom Form:SelectStandard File Drag and Drag Record Type Form
  8. Record Type:SelectCheck
  9. Folder Name:Select aFolder Path
    • ClickChoose Folder
  10. ClickSave
  11. ClickSave & Next
  12. ClickFinish