DRAG-AND-DROP A DOCUMENT INTO
CONTENT MANAGER
You can place documents, folders and emails held in your hard drive
into a Content Manager folder using the Drag and Drop Method.
1.
Locate the document you want to move into Content Manager. (For example,
it may be located on your desktop or in a network folder.)
2.
Reduce the size directory listing showing your document, so that it only
takes up half of your desktop. (Or you could position the document on your
desktop so that it can be seen there.)
3.
Open Content Manager and reduce the size of the Content Manager window
so that it fits within the other half of your computer desktop.
4.
At this point you should see your document you are moving on one side of
your computer display, and the destination folder in Content Manager on the
other side:
5.
Drag-and-drop the document from your computer directory (or desktop)
into the destination folder in Content Manager. In this example,
GEN-11-2-78 is the destination folder.
a. Note:
By default, CM does not present a separate data entry form the document being
moved into CM. The document will simply be transferred into the destination
folder, utilizing the same title that the document was listed by in your
computer directory.
b. If
you would like a data entry form presented before the record is transferred,
you can change this behavior by:
i
Accessing the File dropdown menu in the upper left corner of CM 
.
ii
Select Options; then choose the Documents tab.
iii Check
the box that says, “Display data entry form when creating new records”. By
doing this, you will be presented with a metadata entry form for your document
so that you can enter a new title or modify other metadata before the document
is saved into Content Manager.
6) Once
the document has been transferred to Content Manager, Content Manager will
display the document. The document will no longer be available from its
previous location on the network or desktop.
For further information or assistance, email the Records
Division at Borough.Records.Division@matsugov.us
or submit a Help Desk Ticket using the CM Assistance selection.